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 | $7,661 | $108,172-92.9% | $77,482-90.1% | $158,922-95.2% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 0.00% | 31.67%-31.7pp | 54.79%-54.8pp | 302.83%-302.8pp |
| Employer contribution / active EE | $613 | $1,325-53.7% | $986-37.8% | $4,761-87.1% |
| Participant deferral / active EE | $854 | $2,456-65.2% | $1,861-54.1% | $5,982-85.7% |
| Admin fee / account holder | $272 | $3,708-92.7% | $2,858-90.5% | $11,246-97.6% |