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 6-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 | $6,174 | $60,124-89.7% | $90,404-93.2% | $79,858-92.3% |
| Participation rate | 88.0% | 65.0%+23.0pp | 72.7%+15.3pp | 69.6%+18.4pp |
| Annual return | 0.00% | 71.94%-71.9pp | 1293.02%-1293.0pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,821 | $2,068-11.9% | $3,262-44.2% | $2,471-26.3% |
| Participant deferral / active EE | $3,595 | $2,938+22.4% | $3,963-9.3% | $3,740-3.9% |
| Admin fee / account holder | $233 | $3,976-94.1% | $5,611-95.8% | $5,306-95.6% |