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 | $2,474 | $73,867-96.7% | $143,757-98.3% | $68,494-96.4% |
| Participation rate | 85.4% | 66.7%+18.8pp | 80.3%+5.1pp | 67.9%+17.5pp |
| Annual return | 0.00% | 1.01%-1.0pp | -0.04%0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $789 | $3,184-75.2% | $4,951-84.1% | $2,596-69.6% |
| Participant deferral / active EE | $1,591 | $3,384-53.0% | $5,637-71.8% | $4,027-60.5% |
| Admin fee / account holder | $72 | $5,755-98.8% | $14,673-99.5% | $5,403-98.7% |