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 | $1,516 | $65,061-97.7% | $143,757-98.9% | $66,914-97.7% |
| Participation rate | 94.6% | 65.2%+29.4pp | 80.3%+14.3pp | 69.8%+24.8pp |
| Annual return | 0.00% | -11.14%+11.1pp | -0.04%0pp | 1.58%-1.6pp |
| Employer contribution / active EE | $962 | $2,361-59.3% | $4,951-80.6% | $2,544-62.2% |
| Participant deferral / active EE | $1,444 | $2,919-50.5% | $5,637-74.4% | $4,237-65.9% |
| Admin fee / account holder | $125 | $502-75.0% | $14,673-99.1% | $593-78.9% |