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 | $4,256 | $81,900-94.8% | $119,609-96.4% | $68,494-93.8% |
| Participation rate | 75.0% | 71.9%+3.1pp | 79.3%-4.3pp | 67.9%+7.1pp |
| Annual return | 0.00% | -23.82%+23.8pp | -14.97%+15.0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,194 | $2,693-55.7% | $4,232-71.8% | $2,596-54.0% |
| Participant deferral / active EE | $2,193 | $4,148-47.1% | $5,602-60.9% | $4,027-45.5% |
| Admin fee / account holder | $75 | $6,582-98.9% | $10,323-99.3% | $5,403-98.6% |