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 3-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 | $1,696 | $59,774-97.2% | - | $134,475-98.7% |
| Participation rate | 100.0% | 67.4%+32.6pp | - | 81.2%+18.8pp |
| Annual return | 0.00% | -10.72%+10.7pp | - | 417.96%-418.0pp |
| Employer contribution / active EE | $800 | $2,711-70.5% | - | $4,740-83.1% |
| Participant deferral / active EE | $1,200 | $4,131-71.0% | - | $6,400-81.2% |
| Admin fee / account holder | $200 | $4,003-95.0% | - | $11,426-98.3% |