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 | $8,949 | $59,107-84.9% | $86,436-89.6% | $68,494-86.9% |
| Participation rate | 92.3% | 75.2%+17.1pp | 80.3%+12.0pp | 67.9%+24.4pp |
| Annual return | 0.00% | -0.23%+0.2pp | 4394.89%-4394.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $3,160 | $2,519+25.5% | $3,769-16.1% | $2,596+21.7% |
| Participant deferral / active EE | $4,360 | $5,901-26.1% | $6,952-37.3% | $4,027+8.3% |
| Admin fee / account holder | $5 | $5,637-99.9% | $6,731-99.9% | $5,403-99.9% |