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 | $3,075 | $59,805-94.9% | $79,550-96.1% | $68,494-95.5% |
| Participation rate | 70.4% | 61.1%+9.3pp | 69.5%+0.9pp | 67.9%+2.5pp |
| Annual return | 0.00% | -12.30%+12.3pp | 0.16%-0.2pp | -7.84%+7.8pp |
| Employer contribution / active EE | $956 | $1,505-36.4% | $2,413-60.4% | $2,596-63.2% |
| Participant deferral / active EE | $1,518 | $3,024-49.8% | $3,985-61.9% | $4,027-62.3% |
| Admin fee / account holder | $49 | $4,835-99.0% | $6,832-99.3% | $5,403-99.1% |