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 | $6,023 | $73,867-91.8% | $143,757-95.8% | $68,494-91.2% |
| Participation rate | 70.5% | 66.7%+3.8pp | 80.3%-9.9pp | 67.9%+2.6pp |
| Annual return | 0.00% | 1.01%-1.0pp | -0.04%0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $909 | $3,184-71.5% | $4,951-81.6% | $2,596-65.0% |
| Participant deferral / active EE | $2,045 | $3,384-39.6% | $5,637-63.7% | $4,027-49.2% |
| Admin fee / account holder | $13 | $5,755-99.8% | $14,673-99.9% | $5,403-99.8% |