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 3-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 | $9,248 | $105,860-91.3% | $90,749-89.8% | $134,475-93.1% |
| Participation rate | 83.3% | 78.2%+5.1pp | 75.7%+7.6pp | 81.2%+2.1pp |
| Annual return | 0.00% | -11.01%+11.0pp | -12.16%+12.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,997 | $3,462-42.3% | $2,921-31.6% | $4,740-57.9% |
| Participant deferral / active EE | $5,487 | $5,216+5.2% | $4,564+20.2% | $6,400-14.3% |
| Admin fee / account holder | $10 | $13,938-99.9% | $8,445-99.9% | $11,426-99.9% |