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 8-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 | $2,151 | $50,958-95.8% | $74,550-97.1% | $64,186-96.6% |
| Participation rate | 97.8% | 61.1%+36.8pp | 69.1%+28.7pp | 69.6%+28.3pp |
| Annual return | 0.00% | -1.86%+1.9pp | 32.53%-32.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $986 | $1,115-11.6% | $1,961-49.7% | $2,381-58.6% |
| Participant deferral / active EE | $1,548 | $2,301-32.7% | $3,108-50.2% | $3,470-55.4% |
| Admin fee / account holder | $32 | $4,223-99.2% | $5,060-99.4% | $4,888-99.3% |