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 | $3,260 | $64,707-95.0% | $112,228-97.1% | $68,494-95.2% |
| Participation rate | 73.5% | 67.2%+6.4pp | 75.1%-1.5pp | 67.9%+5.6pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.45%-27.4pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,344 | $2,746-51.0% | $3,635-63.0% | $2,596-48.2% |
| Participant deferral / active EE | $1,747 | $3,565-51.0% | $4,728-63.0% | $4,027-56.6% |
| Admin fee / account holder | $110 | $5,232-97.9% | $6,410-98.3% | $5,403-98.0% |