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 3-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 | $9,563 | $140,940-93.2% | $112,229-91.5% | $139,434-93.1% |
| Participation rate | 84.2% | 79.2%+5.0pp | 72.4%+11.8pp | 80.3%+3.9pp |
| Annual return | 0.00% | 32.71%-32.7pp | 30.20%-30.2pp | 372.94%-372.9pp |
| Employer contribution / active EE | $2,427 | $4,283-43.3% | $3,430-29.2% | $4,751-48.9% |
| Participant deferral / active EE | $3,677 | $5,874-37.4% | $4,798-23.4% | $6,710-45.2% |
| Admin fee / account holder | $16 | $9,954-99.8% | $7,748-99.8% | $11,403-99.9% |