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 | $3,759 | $107,934-96.5% | $91,989-95.9% | $152,861-97.5% |
| Participation rate | 78.6% | 81.2%-2.6pp | 78.6%-0.1pp | 82.4%-3.9pp |
| Annual return | 0.00% | 89.24%-89.2pp | 69.02%-69.0pp | 345.32%-345.3pp |
| Employer contribution / active EE | $523 | $4,210-87.6% | $3,452-84.8% | $4,762-89.0% |
| Participant deferral / active EE | $2,336 | $6,364-63.3% | $5,923-60.6% | $5,850-60.1% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |