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 | $7,204 | $107,791-93.3% | $90,645-92.1% | $135,375-94.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | 0.00% | -0.90%+0.9pp | 1.88%-1.9pp | 519.73%-519.7pp |
| Employer contribution / active EE | $2,612 | $3,018-13.5% | $2,532+3.2% | $4,779-45.3% |
| Participant deferral / active EE | $6,509 | $3,872+68.1% | $3,425+90.1% | $5,609+16.0% |
| Admin fee / account holder | $15 | $5,930-99.7% | $4,994-99.7% | $10,827-99.9% |