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 | $2,354 | $43,327-94.6% | $59,878-96.1% | $64,186-96.3% |
| Participation rate | 75.0% | 69.2%+5.8pp | 74.7%+0.3pp | 69.6%+5.4pp |
| Annual return | -2.10% | -1.55%-0.6pp | 3.46%-5.6pp | 7.63%-9.7pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,611 | $2,546-36.7% | $3,402-52.6% | $3,470-53.6% |
| Admin fee / account holder | $157 | $3,005-94.8% | $3,590-95.6% | $4,888-96.8% |