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 | $5,310 | $57,354-90.7% | $83,848-93.7% | $64,186-91.7% |
| Participation rate | 94.6% | 68.6%+26.0pp | 76.1%+18.4pp | 69.6%+25.0pp |
| Annual return | 3.43% | 11.38%-8.0pp | 850.88%-847.4pp | 7.63%-4.2pp |
| Employer contribution / active EE | $2,009 | $2,545-21.1% | $3,631-44.7% | $2,381-15.6% |
| Participant deferral / active EE | $2,703 | $2,993-9.7% | $4,082-33.8% | $3,470-22.1% |
| Admin fee / account holder | $119 | $4,046-97.1% | $5,478-97.8% | $4,888-97.6% |