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 7-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 | $17,016 | $82,664-79.4% | $125,339-86.4% | $68,494-75.2% |
| Participation rate | 93.4% | 75.0%+18.4pp | 82.4%+11.1pp | 67.9%+25.6pp |
| Annual return | -17.73% | -5.97%-11.8pp | 572.05%-589.8pp | -7.84%-9.9pp |
| Employer contribution / active EE | $2,840 | $3,381-16.0% | $4,814-41.0% | $2,596+9.4% |
| Participant deferral / active EE | $6,179 | $6,110+1.1% | $7,446-17.0% | $4,027+53.4% |
| Admin fee / account holder | $227 | $6,275-96.4% | $10,010-97.7% | $5,403-95.8% |