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 | $1,725 | $27,641-93.8% | $61,373-97.2% | $68,494-97.5% |
| Participation rate | 76.0% | 39.5%+36.5pp | 52.6%+23.4pp | 67.9%+8.1pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.61%-338.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $640 | $695-8.0% | $1,159-44.8% | $2,596-75.3% |
| Participant deferral / active EE | $721 | $1,263-43.0% | $2,125-66.1% | $4,027-82.1% |
| Admin fee / account holder | $65 | $2,010-96.8% | $2,130-97.0% | $5,403-98.8% |