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 9-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 | $2,104 | $99,079-97.9% | $77,999-97.3% | $273,961-99.2% |
| Participation rate | 81.3% | 78.6%+2.7pp | 75.5%+5.7pp | 83.0%-1.8pp |
| Annual return | 0.00% | 217.93%-217.9pp | 425.96%-426.0pp | 41.45%-41.5pp |
| Employer contribution / active EE | $716 | $3,308-78.4% | $2,470-71.0% | $4,869-85.3% |
| Participant deferral / active EE | $1,231 | $4,306-71.4% | $3,497-64.8% | $5,287-76.7% |
| Admin fee / account holder | $231 | $8,954-97.4% | $5,480-95.8% | $10,132-97.7% |