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 | $4,147 | $101,069-95.9% | $81,478-94.9% | $147,584-97.2% |
| Participation rate | 93.8% | 74.5%+19.3pp | 68.0%+25.8pp | 82.8%+10.9pp |
| Annual return | 0.00% | 32.40%-32.4pp | 38.78%-38.8pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,474 | $3,205-54.0% | $2,568-42.6% | $4,876-69.8% |
| Participant deferral / active EE | $2,398 | $4,242-43.5% | $3,537-32.2% | $5,439-55.9% |
| Admin fee / account holder | $177 | $5,812-96.9% | $4,561-96.1% | $10,885-98.4% |