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 | $9,512 | $71,883-86.8% | $86,677-89.0% | $68,494-86.1% |
| Participation rate | 94.1% | 72.2%+21.9pp | 76.6%+17.5pp | 67.9%+26.2pp |
| Annual return | 0.00% | 3.52%-3.5pp | 35.91%-35.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $686 | $2,173-68.5% | $2,836-75.8% | $2,596-73.6% |
| Participant deferral / active EE | $1,996 | $3,779-47.2% | $4,656-57.1% | $4,027-50.4% |
| Admin fee / account holder | $141 | $6,112-97.7% | $7,493-98.1% | $5,403-97.4% |