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 6-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 | $9,957 | $63,355-84.3% | $91,989-89.2% | $72,985-86.4% |
| Participation rate | 89.6% | 72.5%+17.1pp | 78.6%+11.0pp | 69.5%+20.1pp |
| Annual return | 0.00% | 35.35%-35.3pp | 69.02%-69.0pp | 81.00%-81.0pp |
| Employer contribution / active EE | $778 | $2,116-63.2% | $3,452-77.5% | $2,440-68.1% |
| Participant deferral / active EE | $2,405 | $4,883-50.7% | $5,923-59.4% | $3,607-33.3% |
| Admin fee / account holder | $9 | $4,668-99.8% | $7,743-99.9% | $5,124-99.8% |