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 7-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 | $3,166 | $83,477-96.2% | $125,175-97.5% | $72,985-95.7% |
| Participation rate | 87.9% | 73.3%+14.6pp | 79.8%+8.1pp | 69.5%+18.4pp |
| Annual return | 0.00% | 25.78%-25.8pp | 43.79%-43.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $887 | $2,345-62.2% | $3,865-77.0% | $2,440-63.6% |
| Participant deferral / active EE | $1,990 | $3,585-44.5% | $4,937-59.7% | $3,607-44.8% |
| Admin fee / account holder | $72 | $5,517-98.7% | $9,702-99.3% | $5,124-98.6% |