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 | $4,394 | $82,286-94.7% | $68,791-93.6% | $134,475-96.7% |
| Participation rate | 87.5% | 75.1%+12.4pp | 69.0%+18.5pp | 81.2%+6.3pp |
| Annual return | 0.00% | -2.19%+2.2pp | -6.38%+6.4pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,437 | $3,301-56.5% | $2,655-45.9% | $4,740-69.7% |
| Participant deferral / active EE | $2,432 | $4,739-48.7% | $3,941-38.3% | $6,400-62.0% |
| Admin fee / account holder | $10 | $6,481-99.8% | $4,932-99.8% | $11,426-99.9% |