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 | $2,398 | $92,222-97.4% | $76,768-96.9% | $135,375-98.2% |
| Participation rate | 78.6% | 79.8%-1.2pp | 77.0%+1.6pp | 82.6%-4.1pp |
| Annual return | 0.00% | 5.46%-5.5pp | 2.43%-2.4pp | 519.73%-519.7pp |
| Employer contribution / active EE | $887 | $3,216-72.4% | $2,485-64.3% | $4,779-81.4% |
| Participant deferral / active EE | $1,476 | $4,509-67.3% | $3,852-61.7% | $5,609-73.7% |
| Admin fee / account holder | $94 | $10,748-99.1% | $6,675-98.6% | $10,827-99.1% |