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 | $3,839 | $88,707-95.7% | $74,183-94.8% | $273,961-98.6% |
| Participation rate | 90.9% | 79.4%+11.5pp | 76.6%+14.3pp | 83.0%+7.9pp |
| Annual return | 0.00% | 11.94%-11.9pp | 17.74%-17.7pp | 41.45%-41.5pp |
| Employer contribution / active EE | $2,053 | $3,159-35.0% | $2,370-13.4% | $4,869-57.8% |
| Participant deferral / active EE | $1,745 | $4,212-58.6% | $3,550-50.8% | $5,287-67.0% |
| Admin fee / account holder | $77 | $8,717-99.1% | $5,586-98.6% | $10,132-99.2% |