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 | $10,838 | $142,344-92.4% | $119,609-90.9% | $134,475-91.9% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.3%+10.7pp | 81.2%+8.8pp |
| Annual return | -16.32% | -12.44%-3.9pp | -14.97%-1.3pp | 417.96%-434.3pp |
| Employer contribution / active EE | $2,012 | $5,222-61.5% | $4,232-52.5% | $4,740-57.6% |
| Participant deferral / active EE | $5,133 | $6,469-20.7% | $5,602-8.4% | $6,400-19.8% |
| Admin fee / account holder | $21 | $13,584-99.8% | $10,323-99.8% | $11,426-99.8% |