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 | $13,240 | $71,883-81.6% | $86,677-84.7% | $68,494-80.7% |
| Participation rate | 73.5% | 72.2%+1.3pp | 76.6%-3.0pp | 67.9%+5.6pp |
| Annual return | 0.00% | 3.52%-3.5pp | 35.91%-35.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $2,575 | $2,173+18.5% | $2,836-9.2% | $2,596-0.8% |
| Participant deferral / active EE | $4,303 | $3,779+13.9% | $4,656-7.6% | $4,027+6.8% |
| Admin fee / account holder | $102 | $6,112-98.3% | $7,493-98.6% | $5,403-98.1% |