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 | $3,160 | $73,867-95.7% | $143,757-97.8% | $68,494-95.4% |
| Participation rate | 75.9% | 66.7%+9.2pp | 80.3%-4.4pp | 67.9%+8.0pp |
| Annual return | 0.00% | 1.01%-1.0pp | -0.04%0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,269 | $3,184-60.2% | $4,951-74.4% | $2,596-51.1% |
| Participant deferral / active EE | $1,143 | $3,384-66.2% | $5,637-79.7% | $4,027-71.6% |
| Admin fee / account holder | $8 | $5,755-99.9% | $14,673-99.9% | $5,403-99.9% |