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 | $4,250 | $43,723-90.3% | $121,196-96.5% | $64,186-93.4% |
| Participation rate | 71.9% | 58.3%+13.6pp | 71.7%+0.1pp | 69.6%+2.3pp |
| Annual return | 0.00% | 68.91%-68.9pp | 16.93%-16.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,269 | $1,296-2.1% | $4,022-68.4% | $2,381-46.7% |
| Participant deferral / active EE | $2,079 | $2,280-8.8% | $3,344-37.8% | $3,470-40.1% |
| Admin fee / account holder | $0 | $3,501-100.0% | $5,019-100.0% | $4,888-100.0% |