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 | $5,004 | $73,867-93.2% | $143,757-96.5% | $68,494-92.7% |
| Participation rate | 74.0% | 66.7%+7.3pp | 80.3%-6.3pp | 67.9%+6.1pp |
| Annual return | 0.00% | 1.01%-1.0pp | -0.04%0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,249 | $3,184-60.8% | $4,951-74.8% | $2,596-51.9% |
| Participant deferral / active EE | $2,082 | $3,384-38.5% | $5,637-63.1% | $4,027-48.3% |
| Admin fee / account holder | $36 | $5,755-99.4% | $14,673-99.8% | $5,403-99.3% |