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 | $578 | $27,915-97.9% | $58,482-99.0% | $75,163-99.2% |
| Participation rate | 76.8% | 38.8%+38.0pp | 50.9%+25.9pp | 67.2%+9.6pp |
| Annual return | 0.00% | 44.20%-44.2pp | 4239.32%-4239.3pp | 160.62%-160.6pp |
| Employer contribution / active EE | $236 | $669-64.7% | $1,053-77.6% | $2,670-91.2% |
| Participant deferral / active EE | $255 | $1,201-78.8% | $1,924-86.7% | $4,125-93.8% |
| Admin fee / account holder | $59 | $1,726-96.6% | $2,516-97.7% | $5,651-99.0% |