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 | $12,364 | $82,664-85.0% | $125,339-90.1% | $68,494-81.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.05%-572.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $4,167 | $3,381+23.2% | $4,814-13.4% | $2,596+60.5% |
| Participant deferral / active EE | $9,091 | $6,110+48.8% | $7,446+22.1% | $4,027+125.7% |
| Admin fee / account holder | $143 | $6,275-97.7% | $10,010-98.6% | $5,403-97.3% |