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 4-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 | $6,088 | $73,867-91.8% | $143,757-95.8% | $68,494-91.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | 0.00% | 1.01%-1.0pp | -0.04%0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,361 | $3,184-57.3% | $4,951-72.5% | $2,596-47.6% |
| Participant deferral / active EE | $2,354 | $3,384-30.4% | $5,637-58.2% | $4,027-41.5% |
| Admin fee / account holder | $252 | $5,755-95.6% | $14,673-98.3% | $5,403-95.3% |