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 9-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 | $1,297 | $62,292-97.9% | - | $62,292-97.9% |
| Participation rate | 86.8% | 69.5%+17.3pp | - | 69.5%+17.3pp |
| Annual return | 0.00% | 28.90%-28.9pp | - | 28.90%-28.9pp |
| Employer contribution / active EE | $1,126 | $2,042-44.9% | - | $2,042-44.9% |
| Participant deferral / active EE | $0 | $3,169-100.0% | - | $3,169-100.0% |
| Admin fee / account holder | $0 | $479-100.0% | - | $479-100.0% |