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 6-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 | $9,460 | $72,404-86.9% | $110,238-91.4% | $64,186-85.3% |
| Participation rate | 78.0% | 73.3%+4.7pp | 79.8%-1.8pp | 69.6%+8.5pp |
| Annual return | 0.00% | -6.29%+6.3pp | 314.74%-314.7pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,453 | $2,282-36.3% | $3,826-62.0% | $2,381-39.0% |
| Participant deferral / active EE | $3,767 | $3,469+8.6% | $4,672-19.4% | $3,470+8.6% |
| Admin fee / account holder | $4 | $5,664-99.9% | $8,547-99.9% | $4,888-99.9% |