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 | $3,936 | $73,867-94.7% | $143,757-97.3% | $68,494-94.3% |
| Participation rate | 71.1% | 66.7%+4.4pp | 80.3%-9.3pp | 67.9%+3.2pp |
| Annual return | 0.00% | 1.01%-1.0pp | -0.04%0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,665 | $3,184-47.7% | $4,951-66.4% | $2,596-35.9% |
| Participant deferral / active EE | $1,877 | $3,384-44.5% | $5,637-66.7% | $4,027-53.4% |
| Admin fee / account holder | $18 | $5,755-99.7% | $14,673-99.9% | $5,403-99.7% |