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 | $4,829 | $95,862-95.0% | $79,550-93.9% | $134,475-96.4% |
| Participation rate | 85.7% | 75.0%+10.7pp | 69.5%+16.2pp | 81.2%+4.5pp |
| Annual return | -20.32% | -2.69%-17.6pp | 0.16%-20.5pp | 417.96%-438.3pp |
| Employer contribution / active EE | $1,000 | $3,128-68.0% | $2,413-58.6% | $4,740-78.9% |
| Participant deferral / active EE | $1,588 | $4,693-66.2% | $3,985-60.2% | $6,400-75.2% |
| Admin fee / account holder | $19 | $9,126-99.8% | $6,832-99.7% | $11,426-99.8% |