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 | $6,615 | $54,350-87.8% | $82,719-92.0% | $68,494-90.3% |
| Participation rate | 96.2% | 63.9%+32.2pp | 72.6%+23.6pp | 67.9%+28.3pp |
| Annual return | 0.00% | -13.67%+13.7pp | 701.18%-701.2pp | -7.84%+7.8pp |
| Employer contribution / active EE | $2,177 | $2,218-1.9% | $3,009-27.7% | $2,596-16.2% |
| Participant deferral / active EE | $4,257 | $3,246+31.1% | $4,395-3.1% | $4,027+5.7% |
| Admin fee / account holder | $144 | $4,395-96.7% | $5,329-97.3% | $5,403-97.3% |