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 4-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 | $987 | $73,867-98.7% | $143,757-99.3% | $68,494-98.6% |
| Participation rate | 92.6% | 66.7%+25.9pp | 80.3%+12.3pp | 67.9%+24.7pp |
| Annual return | 0.00% | 1.01%-1.0pp | -0.04%0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,065 | $3,184-66.6% | $4,951-78.5% | $2,596-59.0% |
| Participant deferral / active EE | $1,540 | $3,384-54.5% | $5,637-72.7% | $4,027-61.8% |
| Admin fee / account holder | $73 | $5,755-98.7% | $14,673-99.5% | $5,403-98.7% |