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 | $1,579 | $54,229-97.1% | $70,092-97.7% | $68,494-97.7% |
| Participation rate | 97.5% | 64.5%+33.0pp | 70.5%+27.0pp | 67.9%+29.6pp |
| Annual return | 0.00% | -13.87%+13.9pp | 190.73%-190.7pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,616 | $2,956-45.3% | $3,849-58.0% | $4,027-59.9% |
| Admin fee / account holder | $3 | $4,694-99.9% | $6,267-100.0% | $5,403-99.9% |