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 | $3,698 | $50,898-92.7% | $171,082-97.8% | $55,167-93.3% |
| Participation rate | 85.6% | 63.3%+22.3pp | 76.7%+8.9pp | 69.0%+16.6pp |
| Annual return | 0.00% | 15.34%-15.3pp | 32.56%-32.6pp | 169.23%-169.2pp |
| Employer contribution / active EE | $796 | $1,433-44.4% | $4,002-80.1% | $1,963-59.4% |
| Participant deferral / active EE | $2,797 | $2,994-6.6% | $4,797-41.7% | $3,054-8.4% |
| Admin fee / account holder | $99 | $500-80.1% | $8,520-98.8% | $504-80.3% |