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 | $830 | $37,426-97.8% | $77,482-98.9% | $79,858-99.0% |
| Participation rate | 75.6% | 41.5%+34.1pp | 54.2%+21.4pp | 69.6%+6.0pp |
| Annual return | 0.00% | 39.70%-39.7pp | 54.79%-54.8pp | 31.71%-31.7pp |
| Employer contribution / active EE | $168 | $637-73.5% | $986-82.9% | $2,471-93.2% |
| Participant deferral / active EE | $418 | $1,260-66.8% | $1,861-77.5% | $3,740-88.8% |
| Admin fee / account holder | $0 | $2,504-100.0% | $2,858-100.0% | $5,306-100.0% |