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 | $9,153 | $43,327-78.9% | $59,878-84.7% | $64,186-85.7% |
| Participation rate | 74.4% | 69.2%+5.2pp | 74.7%-0.3pp | 69.6%+4.8pp |
| Annual return | 0.00% | -1.55%+1.5pp | 3.46%-3.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $755 | $2,028-62.8% | $2,722-72.3% | $2,381-68.3% |
| Participant deferral / active EE | $1,354 | $2,546-46.8% | $3,402-60.2% | $3,470-61.0% |
| Admin fee / account holder | $299 | $3,005-90.1% | $3,590-91.7% | $4,888-93.9% |