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 7-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 | $1,838 | $99,919-98.2% | - | $158,922-98.8% |
| Participation rate | 100.0% | 71.6%+28.4pp | - | 82.0%+18.0pp |
| Annual return | 0.00% | 35.31%-35.3pp | - | 302.83%-302.8pp |
| Employer contribution / active EE | $613 | $3,686-83.4% | - | $4,761-87.1% |
| Participant deferral / active EE | $1,225 | $4,771-74.3% | - | $5,982-79.5% |
| Admin fee / account holder | $0 | $2,820-100.0% | - | $11,246-100.0% |