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 | $3,921 | $78,694-95.0% | $67,652-94.2% | $125,391-96.9% |
| Participation rate | 70.0% | 78.8%-8.8pp | 75.7%-5.7pp | 83.2%-13.2pp |
| Annual return | 0.00% | 9.46%-9.5pp | 6625.04%-6625.0pp | 282.22%-282.2pp |
| Employer contribution / active EE | $1,189 | $3,044-60.9% | $2,266-47.5% | $4,866-75.6% |
| Participant deferral / active EE | $1,711 | $4,292-60.1% | $3,560-51.9% | $5,352-68.0% |
| Admin fee / account holder | $193 | $7,403-97.4% | $4,821-96.0% | $9,540-98.0% |