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 | $11,167 | $82,664-86.5% | $125,339-91.1% | $68,494-83.7% |
| Participation rate | 93.5% | 75.0%+18.5pp | 82.4%+11.2pp | 67.9%+25.7pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.05%-572.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $2,549 | $3,381-24.6% | $4,814-47.0% | $2,596-1.8% |
| Participant deferral / active EE | $4,351 | $6,110-28.8% | $7,446-41.6% | $4,027+8.0% |
| Admin fee / account holder | $52 | $6,275-99.2% | $10,010-99.5% | $5,403-99.0% |