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 | $1,808 | $42,383-95.7% | $76,523-97.6% | $64,186-97.2% |
| Participation rate | 86.2% | 58.1%+28.1pp | 68.0%+18.2pp | 69.6%+16.6pp |
| Annual return | 0.00% | -16.54%+16.5pp | -0.27%+0.3pp | 7.63%-7.6pp |
| Employer contribution / active EE | $632 | $1,563-59.5% | $2,647-76.1% | $2,381-73.4% |
| Participant deferral / active EE | $1,116 | $2,566-56.5% | $3,835-70.9% | $3,470-67.8% |
| Admin fee / account holder | $11 | $3,198-99.7% | $4,848-99.8% | $4,888-99.8% |