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 | $9,572 | $71,883-86.7% | $86,677-89.0% | $68,494-86.0% |
| Participation rate | 74.1% | 72.2%+1.8pp | 76.6%-2.5pp | 67.9%+6.2pp |
| Annual return | 0.00% | 3.52%-3.5pp | 35.91%-35.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $2,369 | $2,173+9.0% | $2,836-16.5% | $2,596-8.8% |
| Participant deferral / active EE | $5,499 | $3,779+45.5% | $4,656+18.1% | $4,027+36.5% |
| Admin fee / account holder | $32 | $6,112-99.5% | $7,493-99.6% | $5,403-99.4% |