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 | $6,165 | $99,341-93.8% | $84,750-92.7% | $273,961-97.7% |
| Participation rate | 71.4% | 80.7%-9.3pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,276 | $4,214-69.7% | $3,574-64.3% | $4,869-73.8% |
| Participant deferral / active EE | $2,777 | $4,269-34.9% | $3,712-25.2% | $5,287-47.5% |
| Admin fee / account holder | $40 | $6,644-99.4% | $5,332-99.2% | $10,132-99.6% |