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 | $2,571 | $46,674-94.5% | $117,472-97.8% | $68,494-96.2% |
| Participation rate | 81.3% | 56.8%+24.5pp | 70.6%+10.7pp | 67.9%+13.4pp |
| Annual return | 0.00% | -14.52%+14.5pp | 29.74%-29.7pp | -7.84%+7.8pp |
| Employer contribution / active EE | $820 | $1,505-45.5% | $4,176-80.4% | $2,596-68.4% |
| Participant deferral / active EE | $1,755 | $2,636-33.4% | $4,070-56.9% | $4,027-56.4% |
| Admin fee / account holder | $71 | $4,020-98.2% | $5,645-98.7% | $5,403-98.7% |