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 | $6,501 | $95,862-93.2% | $79,550-91.8% | $134,475-95.2% |
| Participation rate | 80.0% | 75.0%+5.0pp | 69.5%+10.5pp | 81.2%-1.2pp |
| Annual return | 0.00% | -2.69%+2.7pp | 0.16%-0.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,557 | $3,128-50.2% | $2,413-35.5% | $4,740-67.2% |
| Participant deferral / active EE | $4,606 | $4,693-1.8% | $3,985+15.6% | $6,400-28.0% |
| Admin fee / account holder | $219 | $9,126-97.6% | $6,832-96.8% | $11,426-98.1% |