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 5-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 | $2,752 | $70,428-96.1% | $96,562-97.2% | $85,850-96.8% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 0.00% | 18.59%-18.6pp | 37.78%-37.8pp | 318.53%-318.5pp |
| Employer contribution / active EE | $640 | $1,413-54.7% | $2,356-72.9% | $2,565-75.1% |
| Participant deferral / active EE | $2,145 | $2,894-25.9% | $3,849-44.3% | $3,952-45.7% |
| Admin fee / account holder | $17 | $4,997-99.7% | $6,181-99.7% | $6,260-99.7% |