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 4-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 | $9,401 | $124,319-92.4% | $111,297-91.6% | $167,490-94.4% |
| Participation rate | 82.6% | 79.6%+3.0pp | 77.3%+5.3pp | 82.1%+0.5pp |
| Annual return | 0.00% | 37.44%-37.4pp | 54.65%-54.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,442 | $3,435-58.0% | $2,731-47.2% | $4,837-70.2% |
| Participant deferral / active EE | $3,434 | $5,180-33.7% | $4,487-23.5% | $6,341-45.8% |
| Admin fee / account holder | $9 | $10,618-99.9% | $7,964-99.9% | $12,309-99.9% |