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 8-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 | $5,004 | $158,817-96.8% | $121,196-95.9% | $135,375-96.3% |
| Participation rate | 76.9% | 79.3%-2.4pp | 71.7%+5.2pp | 82.6%-5.7pp |
| Annual return | 0.00% | -0.64%+0.6pp | 16.93%-16.9pp | 519.73%-519.7pp |
| Employer contribution / active EE | $849 | $5,665-85.0% | $4,022-78.9% | $4,779-82.2% |
| Participant deferral / active EE | $3,870 | $4,005-3.4% | $3,344+15.7% | $5,609-31.0% |
| Admin fee / account holder | $158 | $6,512-97.6% | $5,019-96.9% | $10,827-98.5% |