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 7-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 | $1,591 | $27,641-94.2% | $61,373-97.4% | $68,494-97.7% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -9.97% | -13.24%+3.3pp | 338.61%-348.6pp | -7.84%-2.1pp |
| Employer contribution / active EE | $572 | $695-17.7% | $1,159-50.6% | $2,596-78.0% |
| Participant deferral / active EE | $0 | $1,263-100.0% | $2,125-100.0% | $4,027-100.0% |
| Admin fee / account holder | $69 | $2,010-96.6% | $2,130-96.8% | $5,403-98.7% |