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 | $3,409 | $71,883-95.3% | $86,677-96.1% | $68,494-95.0% |
| Participation rate | 84.4% | 72.2%+12.1pp | 76.6%+7.8pp | 67.9%+16.5pp |
| Annual return | 0.00% | 3.52%-3.5pp | 35.91%-35.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,139 | $2,173-47.6% | $2,836-59.8% | $2,596-56.1% |
| Participant deferral / active EE | $1,789 | $3,779-52.7% | $4,656-61.6% | $4,027-55.6% |
| Admin fee / account holder | $236 | $6,112-96.1% | $7,493-96.8% | $5,403-95.6% |