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 | $2,807 | $56,357-95.0% | $104,294-97.3% | $68,494-95.9% |
| Participation rate | 84.0% | 63.3%+20.7pp | 73.3%+10.7pp | 67.9%+16.1pp |
| Annual return | 0.00% | -9.19%+9.2pp | 24.61%-24.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $967 | $1,960-50.7% | $3,372-71.3% | $2,596-62.8% |
| Participant deferral / active EE | $1,396 | $3,077-54.6% | $4,625-69.8% | $4,027-65.3% |
| Admin fee / account holder | $39 | $4,903-99.2% | $7,339-99.5% | $5,403-99.3% |