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 | $6,271 | $103,376-93.9% | $87,100-92.8% | $152,861-95.9% |
| Participation rate | 71.4% | 79.3%-7.9pp | 76.9%-5.4pp | 82.4%-11.0pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.32%-345.3pp |
| Employer contribution / active EE | $823 | $3,220-74.5% | $2,521-67.4% | $4,762-82.7% |
| Participant deferral / active EE | $3,710 | $4,778-22.3% | $4,049-8.4% | $5,850-36.6% |
| Admin fee / account holder | $80 | $12,205-99.3% | $7,497-98.9% | $11,596-99.3% |