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 | $7,488 | $127,777-94.1% | $106,548-93.0% | $167,490-95.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 0.00% | 33.87%-33.9pp | 26.80%-26.8pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,729 | $3,427-49.5% | $2,819-38.7% | $4,837-64.3% |
| Participant deferral / active EE | $7,824 | $5,087+53.8% | $4,398+77.9% | $6,341+23.4% |
| Admin fee / account holder | $6 | $11,228-99.9% | $7,407-99.9% | $12,309-99.9% |