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 8-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 | $9,952 | $107,791-90.8% | $90,645-89.0% | $135,375-92.6% |
| Participation rate | 71.4% | 78.0%-6.6pp | 74.0%-2.6pp | 82.6%-11.2pp |
| Annual return | 0.00% | -0.90%+0.9pp | 1.88%-1.9pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,294 | $3,018-57.1% | $2,532-48.9% | $4,779-72.9% |
| Participant deferral / active EE | $7,970 | $3,872+105.8% | $3,425+132.7% | $5,609+42.1% |
| Admin fee / account holder | $5 | $5,930-99.9% | $4,994-99.9% | $10,827-100.0% |