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 | $249 | $25,979-99.0% | $71,735-99.7% | $68,494-99.6% |
| Participation rate | 94.1% | 54.5%+39.6pp | 62.3%+31.8pp | 67.9%+26.2pp |
| Annual return | 0.00% | -15.10%+15.1pp | 9.14%-9.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $900-100.0% | $1,704-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $289 | $1,522-81.0% | $2,658-89.1% | $4,027-92.8% |
| Admin fee / account holder | $5 | $2,022-99.7% | $3,974-99.9% | $5,403-99.9% |