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 6-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 | $3,750 | $50,175-92.5% | $99,443-96.2% | $65,185-94.2% |
| Participation rate | 90.6% | 68.4%+22.1pp | 73.8%+16.7pp | 70.2%+20.4pp |
| Annual return | 0.00% | 25.36%-25.4pp | 30.72%-30.7pp | 29.38%-29.4pp |
| Employer contribution / active EE | $964 | $1,496-35.6% | $2,540-62.0% | $2,177-55.7% |
| Participant deferral / active EE | $2,409 | $2,748-12.3% | $3,619-33.4% | $3,514-31.4% |
| Admin fee / account holder | $44 | $398-89.0% | $6,250-99.3% | $847-94.8% |