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 | $4,920 | $46,674-89.5% | $117,472-95.8% | $68,494-92.8% |
| Participation rate | 88.5% | 56.8%+31.7pp | 70.6%+17.9pp | 67.9%+20.6pp |
| Annual return | 0.00% | -14.52%+14.5pp | 29.74%-29.7pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,473 | $1,505-2.1% | $4,176-64.7% | $2,596-43.3% |
| Participant deferral / active EE | $1,789 | $2,636-32.1% | $4,070-56.0% | $4,027-55.6% |
| Admin fee / account holder | $33 | $4,020-99.2% | $5,645-99.4% | $5,403-99.4% |