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 | $3,790 | $59,805-93.7% | $79,550-95.2% | $68,494-94.5% |
| Participation rate | 83.9% | 61.1%+22.8pp | 69.5%+14.4pp | 67.9%+16.0pp |
| Annual return | 0.00% | -12.30%+12.3pp | 0.16%-0.2pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,087 | $1,505-27.8% | $2,413-55.0% | $2,596-58.2% |
| Participant deferral / active EE | $2,068 | $3,024-31.6% | $3,985-48.1% | $4,027-48.7% |
| Admin fee / account holder | $3 | $4,835-99.9% | $6,832-100.0% | $5,403-99.9% |