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 | $746 | $27,641-97.3% | $61,373-98.8% | $68,494-98.9% |
| Participation rate | 81.8% | 39.5%+42.3pp | 52.6%+29.2pp | 67.9%+13.9pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.61%-338.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $298 | $695-57.2% | $1,159-74.3% | $2,596-88.5% |
| Participant deferral / active EE | $543 | $1,263-57.0% | $2,125-74.5% | $4,027-86.5% |
| Admin fee / account holder | $18 | $2,010-99.1% | $2,130-99.2% | $5,403-99.7% |