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 | $3,488 | $65,685-94.7% | $57,179-93.9% | $273,961-98.7% |
| Participation rate | 80.0% | 78.3%+1.7pp | 75.3%+4.7pp | 83.0%-3.0pp |
| Annual return | 0.00% | 21.99%-22.0pp | 14.59%-14.6pp | 41.45%-41.5pp |
| Employer contribution / active EE | $2,745 | $3,279-16.3% | $2,682+2.3% | $4,869-43.6% |
| Participant deferral / active EE | $1,460 | $3,782-61.4% | $3,096-52.8% | $5,287-72.4% |
| Admin fee / account holder | $12 | $4,835-99.7% | $3,139-99.6% | $10,132-99.9% |