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 9-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 | $10,587 | $77,634-86.4% | $156,549-93.2% | $62,891-83.2% |
| Participation rate | 70.7% | 71.2%-0.5pp | 84.0%-13.3pp | 69.3%+1.4pp |
| Annual return | 0.00% | 50.32%-50.3pp | 32.23%-32.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,650 | $3,444-52.1% | $5,501-70.0% | $2,281-27.7% |
| Participant deferral / active EE | $2,522 | $3,045-17.2% | $4,871-48.2% | $3,203-21.2% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,027-100.0% | $4,296-100.0% |