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 | $7,426 | $82,664-91.0% | $125,339-94.1% | $68,494-89.2% |
| Participation rate | 94.9% | 75.0%+19.9pp | 82.4%+12.5pp | 67.9%+27.0pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.05%-572.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $928 | $3,381-72.5% | $4,814-80.7% | $2,596-64.2% |
| Participant deferral / active EE | $2,782 | $6,110-54.5% | $7,446-62.6% | $4,027-30.9% |
| Admin fee / account holder | $37 | $6,275-99.4% | $10,010-99.6% | $5,403-99.3% |