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 | $2,558 | $43,075-94.1% | $74,583-96.6% | $62,891-95.9% |
| Participation rate | 79.3% | 58.1%+21.2pp | 68.1%+11.2pp | 69.3%+10.0pp |
| Annual return | 0.00% | 17.50%-17.5pp | 20.47%-20.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $779 | $1,498-48.0% | $2,525-69.2% | $2,281-65.9% |
| Participant deferral / active EE | $1,304 | $2,389-45.4% | $3,458-62.3% | $3,203-59.3% |
| Admin fee / account holder | $71 | $2,840-97.5% | $4,138-98.3% | $4,296-98.4% |