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 7-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 | $4,732 | $65,395-92.8% | $182,532-97.4% | $72,985-93.5% |
| Participation rate | 90.3% | 65.4%+24.9pp | 78.0%+12.3pp | 69.5%+20.8pp |
| Annual return | 0.00% | 27.68%-27.7pp | 148.54%-148.5pp | 81.00%-81.0pp |
| Employer contribution / active EE | $498 | $1,911-73.9% | $4,076-87.8% | $2,440-79.6% |
| Participant deferral / active EE | $1,211 | $3,563-66.0% | $5,524-78.1% | $3,607-66.4% |
| Admin fee / account holder | $18 | $4,245-99.6% | $8,592-99.8% | $5,124-99.7% |