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 3-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 | $3,564 | $69,207-94.8% | $64,056-94.4% | $139,434-97.4% |
| Participation rate | 83.3% | 75.6%+7.7pp | 72.3%+11.0pp | 80.3%+3.0pp |
| Annual return | 0.00% | 45.88%-45.9pp | 33.69%-33.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,520 | $3,182-52.2% | $2,747-44.7% | $4,751-68.0% |
| Participant deferral / active EE | $2,304 | $4,682-50.8% | $3,880-40.6% | $6,710-65.7% |
| Admin fee / account holder | $4 | $4,244-99.9% | $3,068-99.9% | $11,403-100.0% |