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 | $3,478 | $54,229-93.6% | $70,092-95.0% | $68,494-94.9% |
| Participation rate | 92.5% | 64.5%+28.0pp | 70.5%+22.0pp | 67.9%+24.6pp |
| Annual return | 0.00% | -13.87%+13.9pp | 190.73%-190.7pp | -7.84%+7.8pp |
| Employer contribution / active EE | $732 | $2,018-63.7% | $2,559-71.4% | $2,596-71.8% |
| Participant deferral / active EE | $2,307 | $2,956-22.0% | $3,849-40.1% | $4,027-42.7% |
| Admin fee / account holder | $0 | $4,694-100.0% | $6,267-100.0% | $5,403-100.0% |