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 6-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 | $2,181 | $468,795-99.5% | $284,321-99.2% | $468,795-99.5% |
| Participation rate | 100.0% | 85.5%+14.5pp | 100.0%0pp | 85.5%+14.5pp |
| Annual return | 0.00% | 39.95%-40.0pp | -11.67%+11.7pp | 39.95%-40.0pp |
| Employer contribution / active EE | $0 | $28,085-100.0% | $15,034-100.0% | $28,085-100.0% |
| Participant deferral / active EE | $325 | $10,110-96.8% | $5,913-94.5% | $10,110-96.8% |
| Admin fee / account holder | $0 | $8,110-100.0% | $23-100.0% | $8,110-100.0% |