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 | $3,582 | $226,064-98.4% | $182,532-98.0% | $152,861-97.7% |
| Participation rate | 76.5% | 82.5%-6.0pp | 78.0%-1.5pp | 82.4%-6.0pp |
| Annual return | 0.00% | 192.51%-192.5pp | 148.54%-148.5pp | 345.32%-345.3pp |
| Employer contribution / active EE | $599 | $4,978-88.0% | $4,076-85.3% | $4,762-87.4% |
| Participant deferral / active EE | $2,082 | $6,368-67.3% | $5,524-62.3% | $5,850-64.4% |
| Admin fee / account holder | $191 | $10,703-98.2% | $8,592-97.8% | $11,596-98.4% |