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 5-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 | $4,224 | $127,264-96.7% | $109,895-96.2% | $167,490-97.5% |
| Participation rate | 76.9% | 77.9%-1.0pp | 74.2%+2.7pp | 82.1%-5.2pp |
| Annual return | 0.00% | 22.97%-23.0pp | 29.45%-29.5pp | 478.56%-478.6pp |
| Employer contribution / active EE | $946 | $3,322-71.5% | $2,842-66.7% | $4,837-80.4% |
| Participant deferral / active EE | $2,294 | $4,514-49.2% | $4,048-43.3% | $6,341-63.8% |
| Admin fee / account holder | $0 | $7,114-100.0% | $6,066-100.0% | $12,309-100.0% |