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 6-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 | $7,592 | $167,307-95.5% | $143,757-94.7% | $134,475-94.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.38% | 0.46%-19.8pp | -0.04%-19.3pp | 417.96%-437.3pp |
| Employer contribution / active EE | $1,724 | $5,619-69.3% | $4,951-65.2% | $4,740-63.6% |
| Participant deferral / active EE | $2,145 | $6,446-66.7% | $5,637-61.9% | $6,400-66.5% |
| Admin fee / account holder | $25 | $18,088-99.9% | $14,673-99.8% | $11,426-99.8% |