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 | $7,984 | $42,383-81.2% | $76,523-89.6% | $64,186-87.6% |
| Participation rate | 85.2% | 58.1%+27.0pp | 68.0%+17.2pp | 69.6%+15.6pp |
| Annual return | 0.00% | -16.54%+16.5pp | -0.27%+0.3pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,898 | $1,563+21.4% | $2,647-28.3% | $2,381-20.3% |
| Participant deferral / active EE | $3,106 | $2,566+21.0% | $3,835-19.0% | $3,470-10.5% |
| Admin fee / account holder | $21 | $3,198-99.3% | $4,848-99.6% | $4,888-99.6% |