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 | $5,891 | $102,828-94.3% | $105,387-94.4% | $152,861-96.1% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.6%-4.8pp | 82.4%-4.7pp |
| Annual return | 0.00% | 20.85%-20.9pp | 26.82%-26.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $0 | $4,473-100.0% | $4,213-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,262 | $5,465-40.3% | $5,502-40.7% | $5,850-44.2% |
| Admin fee / account holder | $0 | $8,683-100.0% | $6,559-100.0% | $11,596-100.0% |