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 | $2,669 | $96,305-97.2% | $80,569-96.7% | $139,434-98.1% |
| Participation rate | 71.4% | 73.6%-2.2pp | 67.0%+4.4pp | 80.3%-8.9pp |
| Annual return | 0.00% | 1350.08%-1350.1pp | 935.43%-935.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,123 | $3,262-65.6% | $2,723-58.8% | $4,751-76.4% |
| Participant deferral / active EE | $1,457 | $5,232-72.2% | $4,447-67.2% | $6,710-78.3% |
| Admin fee / account holder | $282 | $6,599-95.7% | $5,377-94.8% | $11,403-97.5% |