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 | $3,804 | $116,175-96.7% | $93,606-95.9% | $152,861-97.5% |
| Participation rate | 81.8% | 78.0%+3.8pp | 75.8%+6.0pp | 82.4%-0.6pp |
| Annual return | 0.00% | 35.96%-36.0pp | 32.76%-32.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,458 | $3,218-54.7% | $2,718-46.4% | $4,762-69.4% |
| Participant deferral / active EE | $1,961 | $4,603-57.4% | $4,069-51.8% | $5,850-66.5% |
| Admin fee / account holder | $223 | $10,748-97.9% | $7,888-97.2% | $11,596-98.1% |