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 3-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 | $1,866 | $51,175-96.4% | $70,515-97.4% | $75,163-97.5% |
| Participation rate | 85.2% | 60.9%+24.2pp | 68.3%+16.8pp | 67.2%+18.0pp |
| Annual return | 0.00% | 30.02%-30.0pp | 32.77%-32.8pp | 160.62%-160.6pp |
| Employer contribution / active EE | $652 | $1,826-64.3% | $2,973-78.1% | $2,670-75.6% |
| Participant deferral / active EE | $1,107 | $2,849-61.1% | $4,567-75.8% | $4,125-73.2% |
| Admin fee / account holder | $47 | $4,091-98.8% | $6,412-99.3% | $5,651-99.2% |