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 | $3,380 | $96,965-96.5% | $97,995-96.6% | $147,584-97.7% |
| Participation rate | 84.2% | 83.6%+0.6pp | 82.4%+1.8pp | 82.8%+1.4pp |
| Annual return | 0.00% | 24.11%-24.1pp | 23.94%-23.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,163 | $4,536-74.4% | $4,158-72.0% | $4,876-76.1% |
| Participant deferral / active EE | $2,115 | $5,081-58.4% | $5,097-58.5% | $5,439-61.1% |
| Admin fee / account holder | $0 | $8,120-100.0% | $5,943-100.0% | $10,885-100.0% |