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 10-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 | $8,715 | $131,829-93.4% | $108,579-92.0% | $273,961-96.8% |
| Participation rate | 94.4% | 83.5%+11.0pp | 79.6%+14.9pp | 83.0%+11.4pp |
| Annual return | 0.00% | -91.57%+91.6pp | -51.70%+51.7pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,337 | $4,912-72.8% | $3,758-64.4% | $4,869-72.5% |
| Participant deferral / active EE | $6,864 | $5,127+33.9% | $4,311+59.2% | $5,287+29.8% |
| Admin fee / account holder | $36 | $10,252-99.6% | $7,645-99.5% | $10,132-99.6% |