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 7-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 | $1,870 | $37,426-95.0% | $77,482-97.6% | $79,858-97.7% |
| Participation rate | 84.6% | 41.5%+43.1pp | 54.2%+30.4pp | 69.6%+15.0pp |
| Annual return | 0.00% | 39.70%-39.7pp | 54.79%-54.8pp | 31.71%-31.7pp |
| Employer contribution / active EE | $432 | $637-32.1% | $986-56.2% | $2,471-82.5% |
| Participant deferral / active EE | $1,271 | $1,260+0.9% | $1,861-31.7% | $3,740-66.0% |
| Admin fee / account holder | $21 | $2,504-99.2% | $2,858-99.3% | $5,306-99.6% |