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 | $8,785 | $96,484-90.9% | $75,886-88.4% | $152,861-94.3% |
| Participation rate | 80.0% | 76.2%+3.8pp | 69.3%+10.7pp | 82.4%-2.4pp |
| Annual return | 0.00% | 33.98%-34.0pp | 30.76%-30.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,743 | $3,309-47.3% | $2,500-30.3% | $4,762-63.4% |
| Participant deferral / active EE | $6,664 | $4,553+46.4% | $3,603+85.0% | $5,850+13.9% |
| Admin fee / account holder | $99 | $8,078-98.8% | $5,418-98.2% | $11,596-99.1% |