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 | $9,789 | $105,860-90.8% | $90,749-89.2% | $134,475-92.7% |
| Participation rate | 94.1% | 78.2%+15.9pp | 75.7%+18.4pp | 81.2%+12.9pp |
| Annual return | 0.00% | -11.01%+11.0pp | -12.16%+12.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,162 | $3,462-37.6% | $2,921-26.0% | $4,740-54.4% |
| Participant deferral / active EE | $4,396 | $5,216-15.7% | $4,564-3.7% | $6,400-31.3% |
| Admin fee / account holder | $74 | $13,938-99.5% | $8,445-99.1% | $11,426-99.4% |