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 | $2,635 | $77,419-96.6% | $69,455-96.2% | $152,861-98.3% |
| Participation rate | 86.4% | 78.1%+8.3pp | 74.6%+11.8pp | 82.4%+3.9pp |
| Annual return | 0.00% | 39.06%-39.1pp | 28.97%-29.0pp | 345.32%-345.3pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,137 | $4,414-28.9% | $3,535-11.3% | $5,850-46.4% |
| Admin fee / account holder | $213 | $6,207-96.6% | $3,839-94.5% | $11,596-98.2% |