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 | $1,180 | $42,383-97.2% | $76,523-98.5% | $64,186-98.2% |
| Participation rate | 87.9% | 58.1%+29.7pp | 68.0%+19.9pp | 69.6%+18.3pp |
| Annual return | 0.00% | -16.54%+16.5pp | -0.27%+0.3pp | 7.63%-7.6pp |
| Employer contribution / active EE | $483 | $1,563-69.1% | $2,647-81.8% | $2,381-79.7% |
| Participant deferral / active EE | $844 | $2,566-67.1% | $3,835-78.0% | $3,470-75.7% |
| Admin fee / account holder | $4 | $3,198-99.9% | $4,848-99.9% | $4,888-99.9% |