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 | $13,142 | $167,307-92.1% | $143,757-90.9% | $134,475-90.2% |
| Participation rate | 76.5% | 84.8%-8.3pp | 80.3%-3.8pp | 81.2%-4.8pp |
| Annual return | 0.00% | 0.46%-0.5pp | -0.04%0pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,935 | $5,619-65.6% | $4,951-60.9% | $4,740-59.2% |
| Participant deferral / active EE | $3,607 | $6,446-44.0% | $5,637-36.0% | $6,400-43.6% |
| Admin fee / account holder | $14 | $18,088-99.9% | $14,673-99.9% | $11,426-99.9% |