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 4-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 | $9,481 | $78,672-87.9% | $109,143-91.3% | $85,850-89.0% |
| Participation rate | 70.7% | 68.3%+2.5pp | 75.9%-5.1pp | 69.3%+1.4pp |
| Annual return | 0.00% | 25.09%-25.1pp | 25.75%-25.7pp | 318.53%-318.5pp |
| Employer contribution / active EE | $769 | $2,735-71.9% | $3,722-79.3% | $2,565-70.0% |
| Participant deferral / active EE | $1,806 | $3,467-47.9% | $4,653-61.2% | $3,952-54.3% |
| Admin fee / account holder | $0 | $5,469-100.0% | $6,752-100.0% | $6,260-100.0% |