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 | $8,711 | $71,883-87.9% | $86,677-90.0% | $68,494-87.3% |
| 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 | $2,298 | $2,173+5.8% | $2,836-19.0% | $2,596-11.5% |
| Participant deferral / active EE | $6,818 | $3,779+80.4% | $4,656+46.4% | $4,027+69.3% |
| Admin fee / account holder | $1 | $6,112-100.0% | $7,493-100.0% | $5,403-100.0% |