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 | $2,033 | $43,075-95.3% | $74,583-97.3% | $62,891-96.8% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | 0.00% | 17.50%-17.5pp | 20.47%-20.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $924 | $1,498-38.3% | $2,525-63.4% | $2,281-59.5% |
| Participant deferral / active EE | $1,511 | $2,389-36.8% | $3,458-56.3% | $3,203-52.8% |
| Admin fee / account holder | $11 | $2,840-99.6% | $4,138-99.7% | $4,296-99.7% |