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 | $3,830 | $90,503-95.8% | $78,689-95.1% | $273,961-98.6% |
| Participation rate | 78.9% | 76.5%+2.4pp | 73.6%+5.4pp | 83.0%-4.1pp |
| Annual return | 0.00% | 75.60%-75.6pp | 62.18%-62.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,216 | $3,176-61.7% | $2,851-57.3% | $4,869-75.0% |
| Participant deferral / active EE | $3,423 | $3,901-12.3% | $3,517-2.7% | $5,287-35.3% |
| Admin fee / account holder | $287 | $5,263-94.6% | $4,510-93.6% | $10,132-97.2% |