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 8-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 | $3,854 | $43,327-91.1% | $59,878-93.6% | $64,186-94.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 0.00% | -1.55%+1.5pp | 3.46%-3.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,767 | $2,028+36.4% | $2,722+1.7% | $2,381+16.2% |
| Participant deferral / active EE | $2,177 | $2,546-14.5% | $3,402-36.0% | $3,470-37.3% |
| Admin fee / account holder | $199 | $3,005-93.4% | $3,590-94.5% | $4,888-95.9% |