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 | $3,085 | $90,503-96.6% | $78,689-96.1% | $273,961-98.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 0.00% | 75.60%-75.6pp | 62.18%-62.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,335 | $3,176-58.0% | $2,851-53.2% | $4,869-72.6% |
| Participant deferral / active EE | $2,292 | $3,901-41.2% | $3,517-34.8% | $5,287-56.6% |
| Admin fee / account holder | $91 | $5,263-98.3% | $4,510-98.0% | $10,132-99.1% |