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 | $16,305 | $64,707-74.8% | $112,228-85.5% | $68,494-76.2% |
| Participation rate | 90.9% | 67.2%+23.8pp | 75.1%+15.8pp | 67.9%+23.0pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.45%-27.4pp | -7.84%+7.8pp |
| Employer contribution / active EE | $3,147 | $2,746+14.6% | $3,635-13.4% | $2,596+21.2% |
| Participant deferral / active EE | $10,242 | $3,565+187.3% | $4,728+116.6% | $4,027+154.3% |
| Admin fee / account holder | $164 | $5,232-96.9% | $6,410-97.4% | $5,403-97.0% |