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 | $17,056 | $142,344-88.0% | $119,609-85.7% | $134,475-87.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.85% | -12.44%-4.4pp | -14.97%-1.9pp | 417.96%-434.8pp |
| Employer contribution / active EE | $4,351 | $5,222-16.7% | $4,232+2.8% | $4,740-8.2% |
| Participant deferral / active EE | $7,702 | $6,469+19.1% | $5,602+37.5% | $6,400+20.4% |
| Admin fee / account holder | $15 | $13,584-99.9% | $10,323-99.9% | $11,426-99.9% |