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 | $12,446 | $175,600-92.9% | $129,110-90.4% | $134,475-90.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | 0.00% | -11.39%+11.4pp | -10.94%+10.9pp | 417.96%-418.0pp |
| Employer contribution / active EE | $3,957 | $6,355-37.7% | $5,052-21.7% | $4,740-16.5% |
| Participant deferral / active EE | $8,751 | $7,975+9.7% | $6,542+33.8% | $6,400+36.7% |
| Admin fee / account holder | $116 | $23,567-99.5% | $14,302-99.2% | $11,426-99.0% |