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 3-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 | $632 | $27,915-97.7% | $58,482-98.9% | $75,163-99.2% |
| Participation rate | 96.0% | 38.8%+57.2pp | 50.9%+45.1pp | 67.2%+28.8pp |
| Annual return | 0.00% | 44.20%-44.2pp | 4239.32%-4239.3pp | 160.62%-160.6pp |
| Employer contribution / active EE | $154 | $669-77.0% | $1,053-85.4% | $2,670-94.2% |
| Participant deferral / active EE | $534 | $1,201-55.6% | $1,924-72.3% | $4,125-87.1% |
| Admin fee / account holder | $5 | $1,726-99.7% | $2,516-99.8% | $5,651-99.9% |