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 8-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 | $6,708 | $62,672-89.3% | $185,117-96.4% | $70,131-90.4% |
| Participation rate | 78.9% | 63.8%+15.2pp | 77.3%+1.7pp | 69.5%+9.4pp |
| Annual return | 0.00% | 40.79%-40.8pp | 40.50%-40.5pp | 73.14%-73.1pp |
| Employer contribution / active EE | $447 | $1,753-74.5% | $4,182-89.3% | $2,342-80.9% |
| Participant deferral / active EE | $1,283 | $3,272-60.8% | $5,045-74.6% | $3,332-61.5% |
| Admin fee / account holder | $0 | $3,932-100.0% | $8,159-100.0% | $4,645-100.0% |