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 3-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 | $1,783 | $42,894-95.8% | $60,874-97.1% | $68,494-97.4% |
| Participation rate | 72.4% | 66.8%+5.6pp | 73.1%-0.7pp | 67.9%+4.5pp |
| Annual return | 0.00% | -13.98%+14.0pp | 16.90%-16.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $630 | $1,978-68.2% | $2,701-76.7% | $2,596-75.7% |
| Participant deferral / active EE | $936 | $2,867-67.4% | $3,817-75.5% | $4,027-76.8% |
| Admin fee / account holder | $56 | $3,101-98.2% | $3,224-98.3% | $5,403-99.0% |