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 | $4,330 | $47,848-91.0% | $81,478-94.7% | $70,131-93.8% |
| Participation rate | 86.1% | 58.3%+27.8pp | 68.0%+18.2pp | 69.5%+16.6pp |
| Annual return | 0.00% | 27.25%-27.2pp | 38.78%-38.8pp | 73.14%-73.1pp |
| Employer contribution / active EE | $856 | $1,527-44.0% | $2,568-66.7% | $2,342-63.5% |
| Participant deferral / active EE | $1,440 | $2,453-41.3% | $3,537-59.3% | $3,332-56.8% |
| Admin fee / account holder | $35 | $3,145-98.9% | $4,561-99.2% | $4,645-99.2% |