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 | $4,830 | $211,958-97.7% | $169,463-97.1% | $135,375-96.4% |
| Participation rate | 85.7% | 82.6%+3.1pp | 77.8%+7.9pp | 82.6%+3.1pp |
| Annual return | -6.34% | 3.26%-9.6pp | 1.83%-8.2pp | 519.73%-526.1pp |
| Employer contribution / active EE | $1,079 | $5,120-78.9% | $4,159-74.1% | $4,779-77.4% |
| Participant deferral / active EE | $1,756 | $6,075-71.1% | $5,277-66.7% | $5,609-68.7% |
| Admin fee / account holder | $4 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |