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 | $8,898 | $59,107-84.9% | $86,436-89.7% | $68,494-87.0% |
| Participation rate | 72.0% | 75.2%-3.2pp | 80.3%-8.3pp | 67.9%+4.1pp |
| Annual return | 0.00% | -0.23%+0.2pp | 4394.89%-4394.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,610 | $2,519-36.1% | $3,769-57.3% | $2,596-38.0% |
| Participant deferral / active EE | $6,055 | $5,901+2.6% | $6,952-12.9% | $4,027+50.4% |
| Admin fee / account holder | $2 | $5,637-100.0% | $6,731-100.0% | $5,403-100.0% |