See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,201 | $100,754-86.9% | $86,677-84.8% | $134,475-90.2% |
| Participation rate | 77.8% | 78.9%-1.2pp | 76.6%+1.2pp | 81.2%-3.4pp |
| Annual return | -18.95% | 29.04%-48.0pp | 35.91%-54.9pp | 417.96%-436.9pp |
| Employer contribution / active EE | $1,475 | $3,489-57.7% | $2,836-48.0% | $4,740-68.9% |
| Participant deferral / active EE | $4,023 | $5,338-24.6% | $4,656-13.6% | $6,400-37.1% |
| Admin fee / account holder | $177 | $10,926-98.4% | $7,493-97.6% | $11,426-98.5% |