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 | $2,286 | $45,035-94.9% | $62,995-96.4% | $70,131-96.7% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 0.00% | 18.76%-18.8pp | 87.57%-87.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $898 | $2,051-56.2% | $2,759-67.4% | $2,342-61.6% |
| Participant deferral / active EE | $1,289 | $2,465-47.7% | $3,329-61.3% | $3,332-61.3% |
| Admin fee / account holder | $27 | $2,834-99.1% | $3,600-99.3% | $4,645-99.4% |