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 7-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 | $4,780 | $80,968-94.1% | $96,544-95.0% | $75,163-93.6% |
| Participation rate | 77.4% | 71.8%+5.7pp | 76.0%+1.5pp | 67.2%+10.2pp |
| Annual return | 0.00% | 27.06%-27.1pp | 25.84%-25.8pp | 160.62%-160.6pp |
| Employer contribution / active EE | $1,329 | $2,282-41.7% | $2,965-55.2% | $2,670-50.2% |
| Participant deferral / active EE | $2,342 | $3,928-40.4% | $4,851-51.7% | $4,125-43.2% |
| Admin fee / account holder | $151 | $6,724-97.8% | $8,252-98.2% | $5,651-97.3% |