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 3-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 | $3,935 | $73,867-94.7% | $143,757-97.3% | $68,494-94.3% |
| Participation rate | 95.6% | 66.7%+28.9pp | 80.3%+15.2pp | 67.9%+27.7pp |
| Annual return | 0.00% | 1.01%-1.0pp | -0.04%0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $797 | $3,184-75.0% | $4,951-83.9% | $2,596-69.3% |
| Participant deferral / active EE | $1,323 | $3,384-60.9% | $5,637-76.5% | $4,027-67.1% |
| Admin fee / account holder | $21 | $5,755-99.6% | $14,673-99.9% | $5,403-99.6% |