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 | $9,051 | $82,664-89.1% | $125,339-92.8% | $68,494-86.8% |
| Participation rate | 93.8% | 75.0%+18.7pp | 82.4%+11.4pp | 67.9%+25.9pp |
| Annual return | -13.27% | -5.97%-7.3pp | 572.05%-585.3pp | -7.84%-5.4pp |
| Employer contribution / active EE | $2,568 | $3,381-24.0% | $4,814-46.6% | $2,596-1.1% |
| Participant deferral / active EE | $3,774 | $6,110-38.2% | $7,446-49.3% | $4,027-6.3% |
| Admin fee / account holder | $182 | $6,275-97.1% | $10,010-98.2% | $5,403-96.6% |