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 | $1,726 | $53,162-96.8% | $91,220-98.1% | $68,494-97.5% |
| Participation rate | 90.3% | 63.2%+27.1pp | 73.2%+17.1pp | 67.9%+22.4pp |
| Annual return | 0.00% | -3.14%+3.1pp | 114.01%-114.0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $410 | $1,709-76.0% | $2,850-85.6% | $2,596-84.2% |
| Participant deferral / active EE | $1,374 | $2,974-53.8% | $4,234-67.5% | $4,027-65.9% |
| Admin fee / account holder | $62 | $4,493-98.6% | $5,420-98.9% | $5,403-98.9% |