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 | $6,342 | $108,172-94.1% | $77,482-91.8% | $158,922-96.0% |
| Participation rate | 94.4% | 64.4%+30.0pp | 54.2%+40.3pp | 82.0%+12.5pp |
| Annual return | 0.00% | 31.67%-31.7pp | 54.79%-54.8pp | 302.83%-302.8pp |
| Employer contribution / active EE | $883 | $1,325-33.4% | $986-10.5% | $4,761-81.5% |
| Participant deferral / active EE | $2,493 | $2,456+1.5% | $1,861+33.9% | $5,982-58.3% |
| Admin fee / account holder | $22 | $3,708-99.4% | $2,858-99.2% | $11,246-99.8% |