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 9-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 | $9,001 | $165,912-94.6% | $122,332-92.6% | $147,584-93.9% |
| Participation rate | 70.6% | 79.6%-9.0pp | 71.6%-1.0pp | 82.8%-12.2pp |
| Annual return | 0.00% | 34.55%-34.6pp | 30.27%-30.3pp | 578.55%-578.5pp |
| Employer contribution / active EE | $2,731 | $5,754-52.5% | $4,050-32.6% | $4,876-44.0% |
| Participant deferral / active EE | $3,371 | $4,005-15.8% | $3,287+2.6% | $5,439-38.0% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |