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 | $8,542 | $42,383-79.8% | $76,523-88.8% | $64,186-86.7% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -1.25% | -16.54%+15.3pp | -0.27%-1.0pp | 7.63%-8.9pp |
| Employer contribution / active EE | $1,939 | $1,563+24.0% | $2,647-26.8% | $2,381-18.6% |
| Participant deferral / active EE | $0 | $2,566-100.0% | $3,835-100.0% | $3,470-100.0% |
| Admin fee / account holder | $103 | $3,198-96.8% | $4,848-97.9% | $4,888-97.9% |