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 | $2,061 | $53,596-96.2% | $90,645-97.7% | $64,186-96.8% |
| Participation rate | 96.7% | 64.5%+32.2pp | 74.0%+22.6pp | 69.6%+27.1pp |
| Annual return | 0.00% | 4.41%-4.4pp | 1.88%-1.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $639 | $1,503-57.5% | $2,532-74.8% | $2,381-73.2% |
| Participant deferral / active EE | $1,187 | $2,459-51.7% | $3,425-65.4% | $3,470-65.8% |
| Admin fee / account holder | $0 | $3,868-100.0% | $4,994-100.0% | $4,888-100.0% |