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 | $3,651 | $56,199-93.5% | $67,652-94.6% | $59,632-93.9% |
| Participation rate | 92.0% | 71.5%+20.5pp | 75.7%+16.3pp | 68.7%+23.3pp |
| Annual return | 0.00% | 18505.31%-18505.3pp | 6625.04%-6625.0pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $1,426 | $1,614-11.7% | $2,266-37.0% | $2,203-35.2% |
| Participant deferral / active EE | $1,971 | $2,844-30.7% | $3,560-44.6% | $3,192-38.2% |
| Admin fee / account holder | $28 | $3,958-99.3% | $4,821-99.4% | $4,297-99.3% |