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 3-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 | $8,800 | $73,004-87.9% | $90,749-90.3% | $68,494-87.2% |
| Participation rate | 73.5% | 70.8%+2.7pp | 75.7%-2.2pp | 67.9%+5.6pp |
| Annual return | 0.00% | -13.81%+13.8pp | -12.16%+12.2pp | -7.84%+7.8pp |
| Employer contribution / active EE | $3,260 | $2,193+48.6% | $2,921+11.6% | $2,596+25.5% |
| Participant deferral / active EE | $4,382 | $3,627+20.8% | $4,564-4.0% | $4,027+8.8% |
| Admin fee / account holder | $25 | $5,896-99.6% | $8,445-99.7% | $5,403-99.5% |