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 | $7,254 | $95,862-92.4% | $79,550-90.9% | $134,475-94.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -19.76% | -2.69%-17.1pp | 0.16%-19.9pp | 417.96%-437.7pp |
| Employer contribution / active EE | $961 | $3,128-69.3% | $2,413-60.2% | $4,740-79.7% |
| Participant deferral / active EE | $3,869 | $4,693-17.5% | $3,985-2.9% | $6,400-39.5% |
| Admin fee / account holder | $162 | $9,126-98.2% | $6,832-97.6% | $11,426-98.6% |