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 | $3,923 | $82,286-95.2% | $68,791-94.3% | $134,475-97.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | 0.00% | -2.19%+2.2pp | -6.38%+6.4pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,287 | $3,301-30.7% | $2,655-13.9% | $4,740-51.7% |
| Participant deferral / active EE | $4,970 | $4,739+4.9% | $3,941+26.1% | $6,400-22.3% |
| Admin fee / account holder | $35 | $6,481-99.5% | $4,932-99.3% | $11,426-99.7% |