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 | $7,763 | $106,890-92.7% | $84,015-90.8% | $152,861-94.9% |
| Participation rate | 70.6% | 75.2%-4.7pp | 69.0%+1.6pp | 82.4%-11.9pp |
| Annual return | 0.00% | 104.99%-105.0pp | 71.31%-71.3pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,802 | $2,734-34.1% | $1,983-9.2% | $4,762-62.2% |
| Participant deferral / active EE | $3,409 | $4,011-15.0% | $3,239+5.2% | $5,850-41.7% |
| Admin fee / account holder | $257 | $8,285-96.9% | $6,101-95.8% | $11,596-97.8% |