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 | $7,597 | $82,664-90.8% | $125,339-93.9% | $68,494-88.9% |
| Participation rate | 80.5% | 75.0%+5.4pp | 82.4%-1.9pp | 67.9%+12.6pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.05%-572.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,947 | $3,381-42.4% | $4,814-59.6% | $2,596-25.0% |
| Participant deferral / active EE | $4,427 | $6,110-27.5% | $7,446-40.5% | $4,027+9.9% |
| Admin fee / account holder | $71 | $6,275-98.9% | $10,010-99.3% | $5,403-98.7% |