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 | $7,890 | $42,901-81.6% | $91,220-91.4% | $64,808-87.8% |
| Participation rate | 95.3% | 68.1%+27.1pp | 73.2%+22.1pp | 71.5%+23.8pp |
| Annual return | 0.00% | -13.53%+13.5pp | 114.01%-114.0pp | 32.82%-32.8pp |
| Employer contribution / active EE | $1,670 | $1,571+6.3% | $2,850-41.4% | $2,506-33.3% |
| Participant deferral / active EE | $3,933 | $3,501+12.4% | $4,234-7.1% | $4,310-8.7% |
| Admin fee / account holder | $4 | $131-96.7% | $5,420-99.9% | $188-97.7% |