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 3-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 | $5,581 | $53,162-89.5% | $91,220-93.9% | $68,494-91.9% |
| Participation rate | 92.3% | 63.2%+29.1pp | 73.2%+19.1pp | 67.9%+24.4pp |
| Annual return | 0.00% | -3.14%+3.1pp | 114.01%-114.0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,850-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,187 | $2,974+74.4% | $4,234+22.5% | $4,027+28.8% |
| Admin fee / account holder | $14 | $4,493-99.7% | $5,420-99.7% | $5,403-99.7% |