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 | $5,058 | $105,860-95.2% | $90,749-94.4% | $134,475-96.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | 0.00% | -11.01%+11.0pp | -12.16%+12.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,517 | $3,462-56.2% | $2,921-48.1% | $4,740-68.0% |
| Participant deferral / active EE | $3,474 | $5,216-33.4% | $4,564-23.9% | $6,400-45.7% |
| Admin fee / account holder | $1 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |