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 | $2,104 | $43,327-95.1% | $59,878-96.5% | $64,186-96.7% |
| Participation rate | 94.4% | 69.2%+25.3pp | 74.7%+19.7pp | 69.6%+24.9pp |
| Annual return | 0.00% | -1.55%+1.5pp | 3.46%-3.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,716 | $2,546-32.6% | $3,402-49.6% | $3,470-50.5% |
| Admin fee / account holder | $54 | $3,005-98.2% | $3,590-98.5% | $4,888-98.9% |