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 6-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 | $2,585 | $65,376-96.0% | $87,100-97.0% | $65,185-96.0% |
| Participation rate | 90.8% | 75.3%+15.5pp | 76.9%+14.0pp | 70.2%+20.6pp |
| Annual return | 0.00% | 31.27%-31.3pp | 28.19%-28.2pp | 29.38%-29.4pp |
| Employer contribution / active EE | $1,566 | $1,822-14.1% | $2,521-37.9% | $2,177-28.1% |
| Participant deferral / active EE | $1,933 | $3,388-43.0% | $4,049-52.3% | $3,514-45.0% |
| Admin fee / account holder | $212 | $520-59.2% | $7,497-97.2% | $847-75.0% |