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 | $2,092 | $73,867-97.2% | $143,757-98.5% | $68,494-96.9% |
| Participation rate | 84.9% | 66.7%+18.2pp | 80.3%+4.6pp | 67.9%+17.0pp |
| Annual return | 0.00% | 1.01%-1.0pp | -0.04%0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $540 | $3,184-83.0% | $4,951-89.1% | $2,596-79.2% |
| Participant deferral / active EE | $1,236 | $3,384-63.5% | $5,637-78.1% | $4,027-69.3% |
| Admin fee / account holder | $1 | $5,755-100.0% | $14,673-100.0% | $5,403-100.0% |