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 | $3,657 | $82,286-95.6% | $68,791-94.7% | $134,475-97.3% |
| Participation rate | 81.8% | 75.1%+6.8pp | 69.0%+12.8pp | 81.2%+0.6pp |
| Annual return | 0.00% | -2.19%+2.2pp | -6.38%+6.4pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,683 | $3,301-49.0% | $2,655-36.6% | $4,740-64.5% |
| Participant deferral / active EE | $3,208 | $4,739-32.3% | $3,941-18.6% | $6,400-49.9% |
| Admin fee / account holder | $94 | $6,481-98.5% | $4,932-98.1% | $11,426-99.2% |