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 6-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 | $2,056 | $27,641-92.6% | $61,373-96.6% | $68,494-97.0% |
| Participation rate | 77.8% | 39.5%+38.3pp | 52.6%+25.2pp | 67.9%+9.9pp |
| Annual return | -18.49% | -13.24%-5.3pp | 338.61%-357.1pp | -7.84%-10.6pp |
| Employer contribution / active EE | $131 | $695-81.2% | $1,159-88.7% | $2,596-95.0% |
| Participant deferral / active EE | $687 | $1,263-45.6% | $2,125-67.6% | $4,027-82.9% |
| Admin fee / account holder | $10 | $2,010-99.5% | $2,130-99.5% | $5,403-99.8% |