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 8-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 | $3,558 | $91,911-96.1% | $68,793-94.8% | $135,375-97.4% |
| Participation rate | 88.9% | 76.7%+12.1pp | 72.2%+16.7pp | 82.6%+6.2pp |
| Annual return | 0.00% | -8.22%+8.2pp | -4.63%+4.6pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,391 | $3,924-64.6% | $2,625-47.0% | $4,779-70.9% |
| Participant deferral / active EE | $2,518 | $4,315-41.6% | $3,311-23.9% | $5,609-55.1% |
| Admin fee / account holder | $83 | $9,240-99.1% | $5,131-98.4% | $10,827-99.2% |