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 6-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 | $4,172 | $37,426-88.9% | $77,482-94.6% | $79,858-94.8% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.6%+30.4pp |
| Annual return | 0.00% | 39.70%-39.7pp | 54.79%-54.8pp | 31.71%-31.7pp |
| Employer contribution / active EE | $734 | $637+15.2% | $986-25.6% | $2,471-70.3% |
| Participant deferral / active EE | $1,086 | $1,260-13.8% | $1,861-41.7% | $3,740-71.0% |
| Admin fee / account holder | $17 | $2,504-99.3% | $2,858-99.4% | $5,306-99.7% |