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 | $4,756 | $105,860-95.5% | $90,749-94.8% | $134,475-96.5% |
| Participation rate | 90.0% | 78.2%+11.8pp | 75.7%+14.3pp | 81.2%+8.8pp |
| Annual return | 0.00% | -11.01%+11.0pp | -12.16%+12.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,885 | $3,462-45.5% | $2,921-35.5% | $4,740-60.2% |
| Participant deferral / active EE | $2,990 | $5,216-42.7% | $4,564-34.5% | $6,400-53.3% |
| Admin fee / account holder | $2 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |