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 | $5,320 | $56,357-90.6% | $104,294-94.9% | $68,494-92.2% |
| Participation rate | 82.4% | 63.3%+19.1pp | 73.3%+9.1pp | 67.9%+14.5pp |
| Annual return | 0.00% | -9.19%+9.2pp | 24.61%-24.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,957 | $1,960-0.1% | $3,372-41.9% | $2,596-24.6% |
| Participant deferral / active EE | $2,679 | $3,077-12.9% | $4,625-42.1% | $4,027-33.5% |
| Admin fee / account holder | $98 | $4,903-98.0% | $7,339-98.7% | $5,403-98.2% |