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 8-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 | $8,129 | $62,586-87.0% | $76,768-89.4% | $64,186-87.3% |
| Participation rate | 97.4% | 72.8%+24.6pp | 77.0%+20.4pp | 69.6%+27.8pp |
| Annual return | 0.00% | -1.95%+1.9pp | 2.43%-2.4pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,942 | $1,832+60.6% | $2,485+18.4% | $2,381+23.6% |
| Participant deferral / active EE | $4,062 | $3,145+29.2% | $3,852+5.5% | $3,470+17.1% |
| Admin fee / account holder | $4 | $4,667-99.9% | $6,675-99.9% | $4,888-99.9% |