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 | $10,854 | $62,672-82.7% | $185,117-94.1% | $70,131-84.5% |
| Participation rate | 84.8% | 63.8%+21.1pp | 77.3%+7.6pp | 69.5%+15.3pp |
| Annual return | 0.00% | 40.79%-40.8pp | 40.50%-40.5pp | 73.14%-73.1pp |
| Employer contribution / active EE | $304 | $1,753-82.7% | $4,182-92.7% | $2,342-87.0% |
| Participant deferral / active EE | $1,206 | $3,272-63.1% | $5,045-76.1% | $3,332-63.8% |
| Admin fee / account holder | $83 | $3,932-97.9% | $8,159-99.0% | $4,645-98.2% |