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 | $2,539 | $73,867-96.6% | $143,757-98.2% | $68,494-96.3% |
| Participation rate | 87.9% | 66.7%+21.2pp | 80.3%+7.6pp | 67.9%+20.0pp |
| Annual return | 0.00% | 1.01%-1.0pp | -0.04%0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $810 | $3,184-74.6% | $4,951-83.6% | $2,596-68.8% |
| Participant deferral / active EE | $1,931 | $3,384-42.9% | $5,637-65.7% | $4,027-52.0% |
| Admin fee / account holder | $101 | $5,755-98.3% | $14,673-99.3% | $5,403-98.1% |