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 | $7,849 | $98,750-92.1% | $149,696-94.8% | $79,858-90.2% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.5%-7.5pp | 69.6%+5.4pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.60%-276.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $2,231 | $3,216-30.6% | $4,644-52.0% | $2,471-9.7% |
| Participant deferral / active EE | $3,188 | $5,680-43.9% | $6,842-53.4% | $3,740-14.8% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,309-100.0% | $5,306-100.0% |