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 | $16,143 | $167,484-90.4% | $151,611-89.4% | $134,475-88.0% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.5%+1.4pp | 81.2%+7.7pp |
| Annual return | -18.94% | 7.80%-26.7pp | 3.33%-22.3pp | 417.96%-436.9pp |
| Employer contribution / active EE | $2,627 | $6,829-61.5% | $6,166-57.4% | $4,740-44.6% |
| Participant deferral / active EE | $5,309 | $8,986-40.9% | $8,363-36.5% | $6,400-17.0% |
| Admin fee / account holder | $268 | $13,783-98.1% | $11,616-97.7% | $11,426-97.7% |