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 7-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 | $1,456 | $49,280-97.0% | $67,313-97.8% | $64,186-97.7% |
| Participation rate | 84.6% | 60.8%+23.8pp | 69.1%+15.5pp | 69.6%+15.0pp |
| Annual return | 0.00% | -1.39%+1.4pp | -4.08%+4.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $455 | $1,668-72.7% | $2,566-82.3% | $2,381-80.9% |
| Participant deferral / active EE | $973 | $2,484-60.8% | $3,568-72.7% | $3,470-72.0% |
| Admin fee / account holder | $25 | $3,863-99.3% | $4,507-99.4% | $4,888-99.5% |