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 | $6,089 | $107,791-94.4% | $90,645-93.3% | $135,375-95.5% |
| Participation rate | 83.3% | 78.0%+5.3pp | 74.0%+9.3pp | 82.6%+0.7pp |
| Annual return | 0.00% | -0.90%+0.9pp | 1.88%-1.9pp | 519.73%-519.7pp |
| Employer contribution / active EE | $2,389 | $3,018-20.8% | $2,532-5.6% | $4,779-50.0% |
| Participant deferral / active EE | $3,137 | $3,872-19.0% | $3,425-8.4% | $5,609-44.1% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |