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 | $2,010 | $77,419-97.4% | $69,455-97.1% | $152,861-98.7% |
| Participation rate | 80.0% | 78.1%+1.9pp | 74.6%+5.4pp | 82.4%-2.4pp |
| Annual return | 0.00% | 39.06%-39.1pp | 28.97%-29.0pp | 345.32%-345.3pp |
| Employer contribution / active EE | $844 | $3,315-74.5% | $2,779-69.6% | $4,762-82.3% |
| Participant deferral / active EE | $1,513 | $4,414-65.7% | $3,535-57.2% | $5,850-74.1% |
| Admin fee / account holder | $59 | $6,207-99.0% | $3,839-98.5% | $11,596-99.5% |