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 | $357 | $25,979-98.6% | $71,735-99.5% | $68,494-99.5% |
| Participation rate | 71.9% | 54.5%+17.4pp | 62.3%+9.6pp | 67.9%+4.0pp |
| Annual return | 0.00% | -15.10%+15.1pp | 9.14%-9.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $99 | $900-89.0% | $1,704-94.2% | $2,596-96.2% |
| Participant deferral / active EE | $217 | $1,522-85.8% | $2,658-91.8% | $4,027-94.6% |
| Admin fee / account holder | $3 | $2,022-99.8% | $3,974-99.9% | $5,403-99.9% |