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 | $10,109 | $109,359-90.8% | $162,163-93.8% | $72,985-86.1% |
| Participation rate | 93.8% | 84.3%+9.5pp | 87.6%+6.2pp | 69.5%+24.3pp |
| Annual return | 0.00% | 25.46%-25.5pp | 115.59%-115.6pp | 81.00%-81.0pp |
| Employer contribution / active EE | $2,401 | $3,907-38.5% | $5,614-57.2% | $2,440-1.6% |
| Participant deferral / active EE | $6,969 | $5,481+27.1% | $7,298-4.5% | $3,607+93.2% |
| Admin fee / account holder | $0 | $7,972-100.0% | $10,843-100.0% | $5,124-100.0% |