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 | $5,897 | $133,958-95.6% | $112,228-94.7% | $134,475-95.6% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | 0.00% | 47.11%-47.1pp | 27.45%-27.4pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,646 | $4,038-59.2% | $3,635-54.7% | $4,740-65.3% |
| Participant deferral / active EE | $3,193 | $5,291-39.6% | $4,728-32.5% | $6,400-50.1% |
| Admin fee / account holder | $1 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |