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 | $4,899 | $88,707-94.5% | $74,183-93.4% | $273,961-98.2% |
| Participation rate | 93.3% | 79.4%+13.9pp | 76.6%+16.7pp | 83.0%+10.3pp |
| Annual return | 0.00% | 11.94%-11.9pp | 17.74%-17.7pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,384 | $3,159-56.2% | $2,370-41.6% | $4,869-71.6% |
| Participant deferral / active EE | $2,896 | $4,212-31.3% | $3,550-18.4% | $5,287-45.2% |
| Admin fee / account holder | $42 | $8,717-99.5% | $5,586-99.2% | $10,132-99.6% |