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 | $1,617 | $69,518-97.7% | $59,878-97.3% | $135,375-98.8% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.7%+8.6pp | 82.6%+0.7pp |
| Annual return | 0.00% | 7.94%-7.9pp | 3.46%-3.5pp | 519.73%-519.7pp |
| Employer contribution / active EE | $643 | $3,235-80.1% | $2,722-76.4% | $4,779-86.6% |
| Participant deferral / active EE | $1,235 | $4,206-70.6% | $3,402-63.7% | $5,609-78.0% |
| Admin fee / account holder | $70 | $5,734-98.8% | $3,590-98.0% | $10,827-99.4% |