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 3-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 | $12,041 | $82,664-85.4% | $125,339-90.4% | $68,494-82.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.05%-572.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $2,272 | $3,381-32.8% | $4,814-52.8% | $2,596-12.5% |
| Participant deferral / active EE | $3,496 | $6,110-42.8% | $7,446-53.0% | $4,027-13.2% |
| Admin fee / account holder | $239 | $6,275-96.2% | $10,010-97.6% | $5,403-95.6% |