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 | $3,606 | $105,860-96.6% | $90,749-96.0% | $134,475-97.3% |
| Participation rate | 80.0% | 78.2%+1.8pp | 75.7%+4.3pp | 81.2%-1.2pp |
| Annual return | 0.00% | -11.01%+11.0pp | -12.16%+12.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,348 | $3,462-61.1% | $2,921-53.9% | $4,740-71.6% |
| Participant deferral / active EE | $2,683 | $5,216-48.6% | $4,564-41.2% | $6,400-58.1% |
| Admin fee / account holder | $35 | $13,938-99.8% | $8,445-99.6% | $11,426-99.7% |