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 | $7,244 | $93,571-92.3% | $135,903-94.7% | $75,163-90.4% |
| Participation rate | 71.1% | 75.2%-4.1pp | 81.9%-10.8pp | 67.2%+3.9pp |
| Annual return | 0.00% | 30.90%-30.9pp | 68.23%-68.2pp | 160.62%-160.6pp |
| Employer contribution / active EE | $1,829 | $3,537-48.3% | $4,856-62.3% | $2,670-31.5% |
| Participant deferral / active EE | $3,074 | $6,404-52.0% | $7,758-60.4% | $4,125-25.5% |
| Admin fee / account holder | $0 | $6,975-100.0% | $10,762-100.0% | $5,651-100.0% |