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 8-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 | $1,543 | $46,869-96.7% | $122,332-98.7% | $70,131-97.8% |
| Participation rate | 77.8% | 58.2%+19.6pp | 71.6%+6.1pp | 69.5%+8.2pp |
| Annual return | 0.00% | 24.22%-24.2pp | 30.27%-30.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $375 | $1,288-70.9% | $4,050-90.7% | $2,342-84.0% |
| Participant deferral / active EE | $835 | $2,166-61.5% | $3,287-74.6% | $3,332-74.9% |
| Admin fee / account holder | $6 | $3,322-99.8% | $5,478-99.9% | $4,645-99.9% |