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 | $11,545 | $45,438-74.6% | $80,004-85.6% | $59,632-80.6% |
| Participation rate | 76.3% | 63.7%+12.6pp | 73.0%+3.3pp | 68.7%+7.6pp |
| Annual return | 0.00% | 5.10%-5.1pp | 7.63%-7.6pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $1,013 | $1,236-18.0% | $2,473-59.0% | $2,203-54.0% |
| Participant deferral / active EE | $1,290 | $2,231-42.2% | $3,204-59.7% | $3,192-59.6% |
| Admin fee / account holder | $44 | $3,464-98.7% | $5,033-99.1% | $4,297-99.0% |