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 | $3,967 | $81,900-95.2% | $119,609-96.7% | $68,494-94.2% |
| Participation rate | 91.7% | 71.9%+19.8pp | 79.3%+12.4pp | 67.9%+23.8pp |
| Annual return | 0.00% | -23.82%+23.8pp | -14.97%+15.0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,290 | $2,693-52.1% | $4,232-69.5% | $2,596-50.3% |
| Participant deferral / active EE | $1,969 | $4,148-52.5% | $5,602-64.9% | $4,027-51.1% |
| Admin fee / account holder | $14 | $6,582-99.8% | $10,323-99.9% | $5,403-99.7% |