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 3-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 | $4,397 | $73,867-94.0% | $143,757-96.9% | $68,494-93.6% |
| Participation rate | 73.2% | 66.7%+6.6pp | 80.3%-7.1pp | 67.9%+5.3pp |
| Annual return | 0.00% | 1.01%-1.0pp | -0.04%0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,001 | $3,184-68.6% | $4,951-79.8% | $2,596-61.4% |
| Participant deferral / active EE | $1,955 | $3,384-42.2% | $5,637-65.3% | $4,027-51.5% |
| Admin fee / account holder | $43 | $5,755-99.3% | $14,673-99.7% | $5,403-99.2% |