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 | $1,717 | $59,774-97.1% | - | $134,475-98.7% |
| Participation rate | 87.5% | 67.4%+20.1pp | - | 81.2%+6.3pp |
| Annual return | 0.00% | -10.72%+10.7pp | - | 417.96%-418.0pp |
| Employer contribution / active EE | $513 | $2,711-81.1% | - | $4,740-89.2% |
| Participant deferral / active EE | $982 | $4,131-76.2% | - | $6,400-84.7% |
| Admin fee / account holder | $1 | $4,003-100.0% | - | $11,426-100.0% |