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 | $2,498 | $54,541-95.4% | $78,778-96.8% | $70,131-96.4% |
| Participation rate | 71.1% | 60.8%+10.3pp | 69.2%+1.9pp | 69.5%+1.5pp |
| Annual return | 0.00% | 21.07%-21.1pp | 35.62%-35.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $682 | $1,089-37.3% | $1,986-65.7% | $2,342-70.9% |
| Participant deferral / active EE | $1,342 | $2,210-39.3% | $2,958-54.7% | $3,332-59.7% |
| Admin fee / account holder | $92 | $3,709-97.5% | $5,134-98.2% | $4,645-98.0% |