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 | $6,580 | $142,405-95.4% | $115,157-94.3% | $152,861-95.7% |
| Participation rate | 71.4% | 82.4%-10.9pp | 75.9%-4.5pp | 82.4%-11.0pp |
| Annual return | 0.00% | 41.48%-41.5pp | 35.60%-35.6pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,040 | $4,010-74.1% | $3,179-67.3% | $4,762-78.2% |
| Participant deferral / active EE | $2,903 | $5,164-43.8% | $4,168-30.4% | $5,850-50.4% |
| Admin fee / account holder | $14 | $8,462-99.8% | $7,088-99.8% | $11,596-99.9% |