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 8-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 | $3,958 | $72,404-94.5% | $110,238-96.4% | $64,186-93.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 0.00% | -6.29%+6.3pp | 314.74%-314.7pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,439 | $2,282+6.9% | $3,826-36.3% | $2,381+2.4% |
| Participant deferral / active EE | $1,899 | $3,469-45.3% | $4,672-59.4% | $3,470-45.3% |
| Admin fee / account holder | $106 | $5,664-98.1% | $8,547-98.8% | $4,888-97.8% |