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 8-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 | $9,720 | $78,705-87.6% | $117,854-91.8% | $70,131-86.1% |
| Participation rate | 77.4% | 73.2%+4.2pp | 79.7%-2.2pp | 69.5%+7.9pp |
| Annual return | 0.00% | 23.30%-23.3pp | 335.08%-335.1pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,551 | $2,223-30.3% | $3,786-59.0% | $2,342-33.8% |
| Participant deferral / active EE | $2,786 | $3,297-15.5% | $4,482-37.8% | $3,332-16.4% |
| Admin fee / account holder | $0 | $5,065-100.0% | $8,020-100.0% | $4,645-100.0% |