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 6-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 | $6,164 | $89,355-93.1% | $141,162-95.6% | $72,985-91.6% |
| Participation rate | 74.0% | 75.1%-1.1pp | 82.5%-8.5pp | 69.5%+4.5pp |
| Annual return | 0.00% | 111.85%-111.8pp | 71.39%-71.4pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,574 | $3,114-49.5% | $4,735-66.8% | $2,440-35.5% |
| Participant deferral / active EE | $2,808 | $5,418-48.2% | $6,709-58.1% | $3,607-22.2% |
| Admin fee / account holder | $0 | $5,958-100.0% | $10,261-100.0% | $5,124-100.0% |