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 | $2,887 | $35,183-91.8% | $73,545-96.1% | $70,131-95.9% |
| Participation rate | 72.0% | 42.9%+29.1pp | 54.9%+17.1pp | 69.5%+2.5pp |
| Annual return | 0.00% | 26.90%-26.9pp | -15.16%+15.2pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,176 | $709+66.0% | $1,219-3.5% | $2,342-49.8% |
| Participant deferral / active EE | $948 | $1,220-22.3% | $1,806-47.5% | $3,332-71.6% |
| Admin fee / account holder | $24 | $2,302-99.0% | $2,320-99.0% | $4,645-99.5% |