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 | $2,925 | $42,383-93.1% | $76,523-96.2% | $64,186-95.4% |
| Participation rate | 78.0% | 58.1%+19.9pp | 68.0%+10.0pp | 69.6%+8.4pp |
| Annual return | 0.00% | -16.54%+16.5pp | -0.27%+0.3pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,015 | $1,563-35.1% | $2,647-61.7% | $2,381-57.4% |
| Participant deferral / active EE | $2,174 | $2,566-15.3% | $3,835-43.3% | $3,470-37.4% |
| Admin fee / account holder | $78 | $3,198-97.6% | $4,848-98.4% | $4,888-98.4% |