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 | $2,538 | $81,900-96.9% | $119,609-97.9% | $68,494-96.3% |
| Participation rate | 92.0% | 71.9%+20.1pp | 79.3%+12.7pp | 67.9%+24.1pp |
| Annual return | 0.00% | -23.82%+23.8pp | -14.97%+15.0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,221 | $2,693-54.7% | $4,232-71.2% | $2,596-53.0% |
| Participant deferral / active EE | $2,355 | $4,148-43.2% | $5,602-58.0% | $4,027-41.5% |
| Admin fee / account holder | $163 | $6,582-97.5% | $10,323-98.4% | $5,403-97.0% |