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 | $3,435 | $54,762-93.7% | $90,281-96.2% | $72,985-95.3% |
| Participation rate | 73.9% | 65.1%+8.8pp | 73.3%+0.6pp | 69.5%+4.4pp |
| Annual return | 0.00% | 30.63%-30.6pp | 78.10%-78.1pp | 81.00%-81.0pp |
| Employer contribution / active EE | $614 | $2,092-70.7% | $2,854-78.5% | $2,440-74.8% |
| Participant deferral / active EE | $1,752 | $2,887-39.3% | $3,885-54.9% | $3,607-51.4% |
| Admin fee / account holder | $0 | $3,972-100.0% | $5,351-100.0% | $5,124-100.0% |