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 | $9,930 | $82,664-88.0% | $125,339-92.1% | $68,494-85.5% |
| Participation rate | 86.8% | 75.0%+11.8pp | 82.4%+4.5pp | 67.9%+19.0pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.05%-572.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $3,637 | $3,381+7.6% | $4,814-24.5% | $2,596+40.1% |
| Participant deferral / active EE | $6,343 | $6,110+3.8% | $7,446-14.8% | $4,027+57.5% |
| Admin fee / account holder | $177 | $6,275-97.2% | $10,010-98.2% | $5,403-96.7% |