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 | $1,326 | $39,019-96.6% | $80,716-98.4% | $85,850-98.5% |
| Participation rate | 80.0% | 41.5%+38.5pp | 54.2%+25.8pp | 69.3%+10.7pp |
| Annual return | 0.00% | 26.27%-26.3pp | 87.28%-87.3pp | 318.53%-318.5pp |
| Employer contribution / active EE | $287 | $722-60.3% | $1,160-75.3% | $2,565-88.8% |
| Participant deferral / active EE | $923 | $1,326-30.4% | $2,146-57.0% | $3,952-76.6% |
| Admin fee / account holder | $59 | $2,431-97.6% | $3,380-98.3% | $6,260-99.1% |