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 8-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 | $4,051 | $72,177-94.4% | $115,037-96.5% | $59,632-93.2% |
| Participation rate | 73.5% | 72.6%+1.0pp | 81.4%-7.8pp | 68.7%+4.9pp |
| Annual return | 0.00% | 12.02%-12.0pp | 26.14%-26.1pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $1,003 | $2,841-64.7% | $4,608-78.2% | $2,203-54.5% |
| Participant deferral / active EE | $2,077 | $4,783-56.6% | $6,026-65.5% | $3,192-34.9% |
| Admin fee / account holder | $80 | $4,927-98.4% | $8,175-99.0% | $4,297-98.1% |