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 | $3,066 | $211,958-98.6% | $169,463-98.2% | $135,375-97.7% |
| Participation rate | 76.9% | 82.6%-5.7pp | 77.8%-0.9pp | 82.6%-5.7pp |
| Annual return | 0.00% | 3.26%-3.3pp | 1.83%-1.8pp | 519.73%-519.7pp |
| Employer contribution / active EE | $987 | $5,120-80.7% | $4,159-76.3% | $4,779-79.3% |
| Participant deferral / active EE | $2,676 | $6,075-55.9% | $5,277-49.3% | $5,609-52.3% |
| Admin fee / account holder | $66 | $11,471-99.4% | $9,109-99.3% | $10,827-99.4% |