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 | $6,495 | $58,512-88.9% | $84,015-92.3% | $72,985-91.1% |
| Participation rate | 70.4% | 61.2%+9.1pp | 69.0%+1.4pp | 69.5%+0.9pp |
| Annual return | 0.00% | 28.93%-28.9pp | 71.31%-71.3pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,075 | $1,163-7.6% | $1,983-45.8% | $2,440-55.9% |
| Participant deferral / active EE | $2,026 | $2,394-15.4% | $3,239-37.5% | $3,607-43.8% |
| Admin fee / account holder | $119 | $4,569-97.4% | $6,101-98.1% | $5,124-97.7% |