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 5-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 | $836 | $39,019-97.9% | $80,716-99.0% | $85,850-99.0% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.3%+30.7pp |
| Annual return | 0.00% | 26.27%-26.3pp | 87.28%-87.3pp | 318.53%-318.5pp |
| Employer contribution / active EE | $445 | $722-38.3% | $1,160-61.6% | $2,565-82.6% |
| Participant deferral / active EE | $460 | $1,326-65.3% | $2,146-78.5% | $3,952-88.3% |
| Admin fee / account holder | $15 | $2,431-99.4% | $3,380-99.5% | $6,260-99.8% |