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 | $3,209 | $52,681-93.9% | $75,781-95.8% | $59,632-94.6% |
| Participation rate | 96.8% | 67.2%+29.5pp | 75.8%+21.0pp | 68.7%+28.1pp |
| Annual return | -1.25% | 2.95%-4.2pp | 9.68%-10.9pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $823 | $2,193-62.5% | $3,323-75.2% | $2,203-62.7% |
| Participant deferral / active EE | $1,575 | $2,591-39.2% | $3,651-56.9% | $3,192-50.7% |
| Admin fee / account holder | $13 | $3,610-99.7% | $5,299-99.8% | $4,297-99.7% |