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 | $2,747 | $91,911-97.0% | $68,793-96.0% | $135,375-98.0% |
| Participation rate | 70.0% | 76.7%-6.7pp | 72.2%-2.2pp | 82.6%-12.6pp |
| Annual return | 0.00% | -8.22%+8.2pp | -4.63%+4.6pp | 519.73%-519.7pp |
| Employer contribution / active EE | $955 | $3,924-75.7% | $2,625-63.6% | $4,779-80.0% |
| Participant deferral / active EE | $1,454 | $4,315-66.3% | $3,311-56.1% | $5,609-74.1% |
| Admin fee / account holder | $0 | $9,240-100.0% | $5,131-100.0% | $10,827-100.0% |