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 | $2,892 | $45,863-93.7% | $77,024-96.2% | $68,494-95.8% |
| Participation rate | 78.8% | 55.9%+22.9pp | 67.9%+10.9pp | 67.9%+11.0pp |
| Annual return | 0.00% | 1.72%-1.7pp | 42.32%-42.3pp | -7.84%+7.8pp |
| Employer contribution / active EE | $766 | $1,650-53.6% | $2,812-72.8% | $2,596-70.5% |
| Participant deferral / active EE | $1,891 | $2,962-36.2% | $4,426-57.3% | $4,027-53.0% |
| Admin fee / account holder | $47 | $3,041-98.5% | $5,425-99.1% | $5,403-99.1% |