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 3-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 | $2,925 | $69,207-95.8% | $64,056-95.4% | $139,434-97.9% |
| Participation rate | 72.2% | 75.6%-3.4pp | 72.3%-0.1pp | 80.3%-8.1pp |
| Annual return | 0.00% | 45.88%-45.9pp | 33.69%-33.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,408 | $3,182-55.8% | $2,747-48.7% | $4,751-70.4% |
| Participant deferral / active EE | $2,132 | $4,682-54.5% | $3,880-45.1% | $6,710-68.2% |
| Admin fee / account holder | $239 | $4,244-94.4% | $3,068-92.2% | $11,403-97.9% |