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 | $15,063 | $82,664-81.8% | $125,339-88.0% | $68,494-78.0% |
| Participation rate | 71.0% | 75.0%-4.1pp | 82.4%-11.4pp | 67.9%+3.1pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.05%-572.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $2,307 | $3,381-31.8% | $4,814-52.1% | $2,596-11.1% |
| Participant deferral / active EE | $4,541 | $6,110-25.7% | $7,446-39.0% | $4,027+12.8% |
| Admin fee / account holder | $150 | $6,275-97.6% | $10,010-98.5% | $5,403-97.2% |