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 | $5,936 | $45,863-87.1% | $77,024-92.3% | $68,494-91.3% |
| Participation rate | 82.5% | 55.9%+26.6pp | 67.9%+14.6pp | 67.9%+14.6pp |
| Annual return | 0.00% | 1.72%-1.7pp | 42.32%-42.3pp | -7.84%+7.8pp |
| Employer contribution / active EE | $3,007 | $1,650+82.3% | $2,812+6.9% | $2,596+15.8% |
| Participant deferral / active EE | $2,591 | $2,962-12.5% | $4,426-41.5% | $4,027-35.7% |
| Admin fee / account holder | $81 | $3,041-97.3% | $5,425-98.5% | $5,403-98.5% |