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 | $11,224 | $47,848-76.5% | $81,478-86.2% | $70,131-84.0% |
| Participation rate | 72.4% | 58.3%+14.1pp | 68.0%+4.5pp | 69.5%+2.9pp |
| Annual return | 0.00% | 27.25%-27.2pp | 38.78%-38.8pp | 73.14%-73.1pp |
| Employer contribution / active EE | $913 | $1,527-40.2% | $2,568-64.4% | $2,342-61.0% |
| Participant deferral / active EE | $4,287 | $2,453+74.7% | $3,537+21.2% | $3,332+28.7% |
| Admin fee / account holder | $0 | $3,145-100.0% | $4,561-100.0% | $4,645-100.0% |