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 6-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 | $4,144 | $167,307-97.5% | $143,757-97.1% | $134,475-96.9% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -20.00% | 0.46%-20.5pp | -0.04%-20.0pp | 417.96%-438.0pp |
| Employer contribution / active EE | $1,345 | $5,619-76.1% | $4,951-72.8% | $4,740-71.6% |
| Participant deferral / active EE | $2,689 | $6,446-58.3% | $5,637-52.3% | $6,400-58.0% |
| Admin fee / account holder | $23 | $18,088-99.9% | $14,673-99.8% | $11,426-99.8% |