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 8-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 | $972 | $27,641-96.5% | $61,373-98.4% | $68,494-98.6% |
| Participation rate | 77.4% | 39.5%+37.9pp | 52.6%+24.8pp | 67.9%+9.5pp |
| Annual return | -20.02% | -13.24%-6.8pp | 338.61%-358.6pp | -7.84%-12.2pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $279 | $1,263-77.9% | $2,125-86.9% | $4,027-93.1% |
| Admin fee / account holder | $4 | $2,010-99.8% | $2,130-99.8% | $5,403-99.9% |