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 | $434 | $25,979-98.3% | $71,735-99.4% | $68,494-99.4% |
| Participation rate | 76.2% | 54.5%+21.7pp | 62.3%+13.9pp | 67.9%+8.3pp |
| Annual return | 0.00% | -15.10%+15.1pp | 9.14%-9.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $95 | $900-89.4% | $1,704-94.4% | $2,596-96.3% |
| Participant deferral / active EE | $237 | $1,522-84.4% | $2,658-91.1% | $4,027-94.1% |
| Admin fee / account holder | $2 | $2,022-99.9% | $3,974-99.9% | $5,403-100.0% |