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 | $7,095 | $112,300-93.7% | $90,223-92.1% | $125,391-94.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.0%+21.0pp | 83.2%+16.8pp |
| Annual return | 0.00% | -0.57%+0.6pp | 1.31%-1.3pp | 282.22%-282.2pp |
| Employer contribution / active EE | $3,160 | $5,181-39.0% | $4,378-27.8% | $4,866-35.1% |
| Participant deferral / active EE | $4,060 | $6,733-39.7% | $5,792-29.9% | $5,352-24.1% |
| Admin fee / account holder | $0 | $10,990-100.0% | $7,406-100.0% | $9,540-100.0% |