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 | $5,257 | $82,664-93.6% | $125,339-95.8% | $68,494-92.3% |
| Participation rate | 90.5% | 75.0%+15.4pp | 82.4%+8.1pp | 67.9%+22.6pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.05%-572.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,884 | $3,381-44.3% | $4,814-60.9% | $2,596-27.4% |
| Participant deferral / active EE | $4,025 | $6,110-34.1% | $7,446-45.9% | $4,027-0.1% |
| Admin fee / account holder | $81 | $6,275-98.7% | $10,010-99.2% | $5,403-98.5% |