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 | $6,990 | $45,073-84.5% | $69,455-89.9% | $72,985-90.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 0.00% | 22.65%-22.6pp | 28.97%-29.0pp | 81.00%-81.0pp |
| Employer contribution / active EE | $5,654 | $2,054+175.3% | $2,779+103.5% | $2,440+131.7% |
| Participant deferral / active EE | $1,906 | $2,602-26.7% | $3,535-46.1% | $3,607-47.2% |
| Admin fee / account holder | $2 | $3,056-99.9% | $3,839-100.0% | $5,124-100.0% |