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 10-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 | $2,764 | $52,681-94.8% | $75,781-96.4% | $59,632-95.4% |
| Participation rate | 85.2% | 67.2%+18.0pp | 75.8%+9.4pp | 68.7%+16.5pp |
| Annual return | 0.00% | 2.95%-3.0pp | 9.68%-9.7pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $881 | $2,193-59.8% | $3,323-73.5% | $2,203-60.0% |
| Participant deferral / active EE | $2,230 | $2,591-13.9% | $3,651-38.9% | $3,192-30.1% |
| Admin fee / account holder | $254 | $3,610-93.0% | $5,299-95.2% | $4,297-94.1% |