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 | $6,136 | $116,175-94.7% | $93,606-93.4% | $152,861-96.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 0.00% | 35.96%-36.0pp | 32.76%-32.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,652 | $3,218-17.6% | $2,718-2.4% | $4,762-44.3% |
| Participant deferral / active EE | $5,464 | $4,603+18.7% | $4,069+34.3% | $5,850-6.6% |
| Admin fee / account holder | $231 | $10,748-97.8% | $7,888-97.1% | $11,596-98.0% |