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 | $5,608 | $73,004-92.3% | $90,749-93.8% | $68,494-91.8% |
| Participation rate | 85.7% | 70.8%+14.9pp | 75.7%+10.0pp | 67.9%+17.8pp |
| Annual return | 0.00% | -13.81%+13.8pp | -12.16%+12.2pp | -7.84%+7.8pp |
| Employer contribution / active EE | $2,361 | $2,193+7.7% | $2,921-19.2% | $2,596-9.1% |
| Participant deferral / active EE | $3,782 | $3,627+4.3% | $4,564-17.1% | $4,027-6.1% |
| Admin fee / account holder | $86 | $5,896-98.5% | $8,445-99.0% | $5,403-98.4% |