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 | $12,333 | $142,344-91.3% | $119,609-89.7% | $134,475-90.8% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.3%+6.5pp | 81.2%+4.5pp |
| Annual return | 0.00% | -12.44%+12.4pp | -14.97%+15.0pp | 417.96%-418.0pp |
| Employer contribution / active EE | $3,178 | $5,222-39.2% | $4,232-24.9% | $4,740-33.0% |
| Participant deferral / active EE | $7,891 | $6,469+22.0% | $5,602+40.9% | $6,400+23.3% |
| Admin fee / account holder | $8 | $13,584-99.9% | $10,323-99.9% | $11,426-99.9% |