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 | $9,632 | $56,897-83.1% | $84,750-88.6% | $62,891-84.7% |
| Participation rate | 86.2% | 68.5%+17.7pp | 76.6%+9.6pp | 69.3%+16.9pp |
| Annual return | 0.00% | 6.30%-6.3pp | 22.78%-22.8pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,747 | $2,709-35.5% | $3,712-52.9% | $3,203-45.5% |
| Admin fee / account holder | $31 | $3,581-99.1% | $5,332-99.4% | $4,296-99.3% |