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 | $14,375 | $59,805-76.0% | $79,550-81.9% | $68,494-79.0% |
| Participation rate | 93.1% | 61.1%+32.0pp | 69.5%+23.6pp | 67.9%+25.2pp |
| Annual return | 0.00% | -12.30%+12.3pp | 0.16%-0.2pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,831 | $1,505+21.7% | $2,413-24.1% | $2,596-29.5% |
| Participant deferral / active EE | $3,072 | $3,024+1.6% | $3,985-22.9% | $4,027-23.7% |
| Admin fee / account holder | $38 | $4,835-99.2% | $6,832-99.4% | $5,403-99.3% |