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 | $4,894 | $54,350-91.0% | $82,719-94.1% | $68,494-92.9% |
| Participation rate | 93.1% | 63.9%+29.2pp | 72.6%+20.6pp | 67.9%+25.2pp |
| Annual return | 0.00% | -13.67%+13.7pp | 701.18%-701.2pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,695 | $2,218-23.6% | $3,009-43.7% | $2,596-34.7% |
| Participant deferral / active EE | $3,204 | $3,246-1.3% | $4,395-27.1% | $4,027-20.4% |
| Admin fee / account holder | $6 | $4,395-99.9% | $5,329-99.9% | $5,403-99.9% |