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 | $8,592 | $95,862-91.0% | $79,550-89.2% | $134,475-93.6% |
| Participation rate | 85.7% | 75.0%+10.7pp | 69.5%+16.2pp | 81.2%+4.5pp |
| Annual return | 0.00% | -2.69%+2.7pp | 0.16%-0.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,257 | $3,128-59.8% | $2,413-47.9% | $4,740-73.5% |
| Participant deferral / active EE | $6,286 | $4,693+33.9% | $3,985+57.7% | $6,400-1.8% |
| Admin fee / account holder | $92 | $9,126-99.0% | $6,832-98.6% | $11,426-99.2% |