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 | $4,564 | $65,395-93.0% | $182,532-97.5% | $72,985-93.7% |
| Participation rate | 73.0% | 65.4%+7.5pp | 78.0%-5.0pp | 69.5%+3.5pp |
| Annual return | 0.00% | 27.68%-27.7pp | 148.54%-148.5pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,486 | $1,911-22.2% | $4,076-63.5% | $2,440-39.1% |
| Participant deferral / active EE | $2,012 | $3,563-43.5% | $5,524-63.6% | $3,607-44.2% |
| Admin fee / account holder | $16 | $4,245-99.6% | $8,592-99.8% | $5,124-99.7% |