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 | $8,919 | $129,942-93.1% | $104,294-91.4% | $134,475-93.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | 0.00% | 42.03%-42.0pp | 24.61%-24.6pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,894 | $4,184-54.7% | $3,372-43.8% | $4,740-60.0% |
| Participant deferral / active EE | $7,214 | $5,588+29.1% | $4,625+56.0% | $6,400+12.7% |
| Admin fee / account holder | $53 | $9,323-99.4% | $7,339-99.3% | $11,426-99.5% |