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 | $1,678 | $60,349-97.2% | $74,183-97.7% | $62,891-97.3% |
| Participation rate | 75.6% | 72.7%+2.8pp | 76.6%-1.1pp | 69.3%+6.2pp |
| Annual return | 0.00% | 21.37%-21.4pp | 17.74%-17.7pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,568 | $2,856-45.1% | $3,550-55.8% | $3,203-51.0% |
| Admin fee / account holder | $60 | $4,261-98.6% | $5,586-98.9% | $4,296-98.6% |