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 | $1,929 | $49,177-96.1% | $79,464-97.6% | $64,186-97.0% |
| Participation rate | 78.3% | 65.0%+13.2pp | 73.3%+4.9pp | 69.6%+8.7pp |
| Annual return | 0.00% | -1.16%+1.2pp | 718.14%-718.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $797 | $2,076-61.6% | $2,800-71.5% | $2,381-66.5% |
| Participant deferral / active EE | $999 | $2,821-64.6% | $3,704-73.0% | $3,470-71.2% |
| Admin fee / account holder | $20 | $3,839-99.5% | $5,113-99.6% | $4,888-99.6% |