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 | $2,286 | $96,484-97.6% | $75,886-97.0% | $152,861-98.5% |
| Participation rate | 83.3% | 76.2%+7.1pp | 69.3%+14.1pp | 82.4%+0.9pp |
| Annual return | 0.00% | 33.98%-34.0pp | 30.76%-30.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $699 | $3,309-78.9% | $2,500-72.0% | $4,762-85.3% |
| Participant deferral / active EE | $1,109 | $4,553-75.6% | $3,603-69.2% | $5,850-81.0% |
| Admin fee / account holder | $4 | $8,078-100.0% | $5,418-99.9% | $11,596-100.0% |