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 | $1,971 | $67,214-97.1% | $61,491-96.8% | $134,475-98.5% |
| Participation rate | 100.0% | 83.7%+16.3pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 0.00% | -12.08%+12.1pp | -12.98%+13.0pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,971 | $4,974-60.4% | $4,246-53.6% | $4,740-58.4% |
| Participant deferral / active EE | $0 | $6,103-100.0% | $5,188-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $4,610-100.0% | $4,312-100.0% | $11,426-100.0% |