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 | $12,269 | $105,860-88.4% | $90,749-86.5% | $134,475-90.9% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.7%-0.7pp | 81.2%-6.2pp |
| Annual return | -19.86% | -11.01%-8.9pp | -12.16%-7.7pp | 417.96%-437.8pp |
| Employer contribution / active EE | $1,939 | $3,462-44.0% | $2,921-33.6% | $4,740-59.1% |
| Participant deferral / active EE | $2,587 | $5,216-50.4% | $4,564-43.3% | $6,400-59.6% |
| Admin fee / account holder | $31 | $13,938-99.8% | $8,445-99.6% | $11,426-99.7% |