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 | $2,623 | $47,848-94.5% | $81,478-96.8% | $70,131-96.3% |
| Participation rate | 92.3% | 58.3%+34.0pp | 68.0%+24.3pp | 69.5%+22.8pp |
| Annual return | 0.00% | 27.25%-27.2pp | 38.78%-38.8pp | 73.14%-73.1pp |
| Employer contribution / active EE | $480 | $1,527-68.5% | $2,568-81.3% | $2,342-79.5% |
| Participant deferral / active EE | $2,095 | $2,453-14.6% | $3,537-40.8% | $3,332-37.1% |
| Admin fee / account holder | $23 | $3,145-99.3% | $4,561-99.5% | $4,645-99.5% |