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 | $11,626 | $89,355-87.0% | $141,162-91.8% | $72,985-84.1% |
| Participation rate | 70.0% | 75.1%-5.1pp | 82.5%-12.5pp | 69.5%+0.5pp |
| Annual return | 0.00% | 111.85%-111.8pp | 71.39%-71.4pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,623 | $3,114-47.9% | $4,735-65.7% | $2,440-33.5% |
| Participant deferral / active EE | $3,083 | $5,418-43.1% | $6,709-54.0% | $3,607-14.5% |
| Admin fee / account holder | $166 | $5,958-97.2% | $10,261-98.4% | $5,124-96.8% |