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 | $5,908 | $142,405-95.9% | $115,157-94.9% | $152,861-96.1% |
| Participation rate | 88.9% | 82.4%+6.5pp | 75.9%+13.0pp | 82.4%+6.4pp |
| Annual return | 0.00% | 41.48%-41.5pp | 35.60%-35.6pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,902 | $4,010-52.6% | $3,179-40.2% | $4,762-60.1% |
| Participant deferral / active EE | $5,337 | $5,164+3.4% | $4,168+28.0% | $5,850-8.8% |
| Admin fee / account holder | $9 | $8,462-99.9% | $7,088-99.9% | $11,596-99.9% |