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 | $928 | $26,549-96.5% | $61,373-98.5% | $66,914-98.6% |
| Participation rate | 88.0% | 38.1%+49.9pp | 52.6%+35.4pp | 69.8%+18.2pp |
| Annual return | 0.00% | -16.21%+16.2pp | 338.61%-338.6pp | 1.58%-1.6pp |
| Employer contribution / active EE | $415 | $651-36.3% | $1,159-64.2% | $2,544-83.7% |
| Participant deferral / active EE | $420 | $1,338-68.6% | $2,125-80.2% | $4,237-90.1% |
| Admin fee / account holder | $17 | $409-95.9% | $2,130-99.2% | $593-97.2% |