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 | $20,178 | $110,094-81.7% | $151,611-86.7% | $68,494-70.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | 0.00% | -10.12%+10.1pp | 3.33%-3.3pp | -7.84%+7.8pp |
| Employer contribution / active EE | $7,010 | $4,471+56.8% | $6,166+13.7% | $2,596+170.0% |
| Participant deferral / active EE | $16,523 | $6,527+153.1% | $8,363+97.6% | $4,027+310.3% |
| Admin fee / account holder | $295 | $7,719-96.2% | $11,616-97.5% | $5,403-94.5% |