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 | $4,904 | $57,828-91.5% | $117,039-95.8% | $70,131-93.0% |
| Participation rate | 97.6% | 67.1%+30.4pp | 77.2%+20.4pp | 69.5%+28.0pp |
| Annual return | 0.00% | 17.55%-17.6pp | 18.95%-18.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,377 | $1,816-24.2% | $3,785-63.6% | $2,342-41.2% |
| Participant deferral / active EE | $2,384 | $2,438-2.2% | $3,929-39.3% | $3,332-28.4% |
| Admin fee / account holder | $10 | $3,548-99.7% | $5,974-99.8% | $4,645-99.8% |