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 | $12,977 | $105,860-87.7% | $90,749-85.7% | $134,475-90.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | 0.00% | -11.01%+11.0pp | -12.16%+12.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $3,333 | $3,462-3.7% | $2,921+14.1% | $4,740-29.7% |
| Participant deferral / active EE | $3,591 | $5,216-31.2% | $4,564-21.3% | $6,400-43.9% |
| Admin fee / account holder | $12 | $13,938-99.9% | $8,445-99.9% | $11,426-99.9% |