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 | $9,032 | $71,883-87.4% | $86,677-89.6% | $68,494-86.8% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 0.00% | 3.52%-3.5pp | 35.91%-35.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $3,400 | $2,173+56.5% | $2,836+19.9% | $2,596+30.9% |
| Participant deferral / active EE | $5,916 | $3,779+56.6% | $4,656+27.1% | $4,027+46.9% |
| Admin fee / account holder | $109 | $6,112-98.2% | $7,493-98.5% | $5,403-98.0% |