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 5-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 | $8,298 | $133,958-93.8% | $112,228-92.6% | $134,475-93.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.11% | 47.11%-61.2pp | 27.45%-41.6pp | 417.96%-432.1pp |
| Employer contribution / active EE | $2,285 | $4,038-43.4% | $3,635-37.1% | $4,740-51.8% |
| Participant deferral / active EE | $3,810 | $5,291-28.0% | $4,728-19.4% | $6,400-40.5% |
| Admin fee / account holder | $64 | $7,489-99.2% | $6,410-99.0% | $11,426-99.4% |