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 | $3,687 | $50,958-92.8% | $74,550-95.1% | $64,186-94.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | 0.00% | -1.86%+1.9pp | 32.53%-32.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $3,249 | $1,115+191.3% | $1,961+65.7% | $2,381+36.5% |
| Participant deferral / active EE | $1,128 | $2,301-51.0% | $3,108-63.7% | $3,470-67.5% |
| Admin fee / account holder | $192 | $4,223-95.4% | $5,060-96.2% | $4,888-96.1% |