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 | $5,624 | $95,862-94.1% | $79,550-92.9% | $134,475-95.8% |
| Participation rate | 86.7% | 75.0%+11.6pp | 69.5%+17.2pp | 81.2%+5.4pp |
| Annual return | 0.00% | -2.69%+2.7pp | 0.16%-0.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,112 | $3,128-64.4% | $2,413-53.9% | $4,740-76.5% |
| Participant deferral / active EE | $2,287 | $4,693-51.3% | $3,985-42.6% | $6,400-64.3% |
| Admin fee / account holder | $17 | $9,126-99.8% | $6,832-99.8% | $11,426-99.9% |