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 | $8,666 | $149,734-94.2% | $118,925-92.7% | $158,922-94.5% |
| Participation rate | 75.0% | 82.1%-7.1pp | 75.4%-0.4pp | 82.0%-7.0pp |
| Annual return | 0.00% | 19.95%-19.9pp | 35.88%-35.9pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,490 | $4,115-63.8% | $3,263-54.3% | $4,761-68.7% |
| Participant deferral / active EE | $4,025 | $5,223-22.9% | $4,265-5.6% | $5,982-32.7% |
| Admin fee / account holder | $33 | $8,603-99.6% | $6,581-99.5% | $11,246-99.7% |