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 8-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 | $3,624 | $61,660-94.1% | $80,019-95.5% | $64,186-94.4% |
| Participation rate | 86.2% | 71.7%+14.5pp | 75.8%+10.4pp | 69.6%+16.6pp |
| Annual return | 0.00% | -0.33%+0.3pp | 11.22%-11.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $470 | $1,810-74.1% | $2,468-81.0% | $2,381-80.3% |
| Participant deferral / active EE | $1,544 | $2,968-48.0% | $3,686-58.1% | $3,470-55.5% |
| Admin fee / account holder | $65 | $5,417-98.8% | $6,521-99.0% | $4,888-98.7% |