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 4-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 | $4,113 | $136,307-97.0% | $106,619-96.1% | $273,961-98.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 0.00% | 11.05%-11.1pp | 9.42%-9.4pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,045 | $5,190-79.9% | $3,947-73.5% | $4,869-78.5% |
| Participant deferral / active EE | $3,600 | $4,969-27.6% | $3,930-8.4% | $5,287-31.9% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,132-100.0% |