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 | $6,108 | $45,863-86.7% | $77,024-92.1% | $68,494-91.1% |
| Participation rate | 90.0% | 55.9%+34.1pp | 67.9%+22.1pp | 67.9%+22.1pp |
| Annual return | 0.00% | 1.72%-1.7pp | 42.32%-42.3pp | -7.84%+7.8pp |
| Employer contribution / active EE | $2,117 | $1,650+28.4% | $2,812-24.7% | $2,596-18.5% |
| Participant deferral / active EE | $3,928 | $2,962+32.6% | $4,426-11.3% | $4,027-2.5% |
| Admin fee / account holder | $108 | $3,041-96.5% | $5,425-98.0% | $5,403-98.0% |