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 | $6,574 | $103,376-93.6% | $87,100-92.5% | $152,861-95.7% |
| Participation rate | 78.3% | 79.3%-1.1pp | 76.9%+1.4pp | 82.4%-4.2pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,255 | $3,220-61.0% | $2,521-50.2% | $4,762-73.7% |
| Participant deferral / active EE | $3,655 | $4,778-23.5% | $4,049-9.7% | $5,850-37.5% |
| Admin fee / account holder | $46 | $12,205-99.6% | $7,497-99.4% | $11,596-99.6% |