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 | $1,801 | $67,411-97.3% | $91,001-98.0% | $70,131-97.4% |
| Participation rate | 94.6% | 71.4%+23.2pp | 75.6%+19.0pp | 69.5%+25.1pp |
| Annual return | 0.00% | -40.16%+40.2pp | 4.60%-4.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,752 | $2,823-37.9% | $3,547-50.6% | $3,332-47.4% |
| Admin fee / account holder | $2 | $4,236-100.0% | $5,417-100.0% | $4,645-100.0% |