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 8-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 | $2,332 | $53,596-95.6% | $90,645-97.4% | $64,186-96.4% |
| Participation rate | 89.5% | 64.5%+25.0pp | 74.0%+15.5pp | 69.6%+19.9pp |
| Annual return | 0.00% | 4.41%-4.4pp | 1.88%-1.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $987 | $1,503-34.3% | $2,532-61.0% | $2,381-58.5% |
| Participant deferral / active EE | $1,356 | $2,459-44.9% | $3,425-60.4% | $3,470-60.9% |
| Admin fee / account holder | $50 | $3,868-98.7% | $4,994-99.0% | $4,888-99.0% |