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 8-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 | $362 | $158,817-99.8% | $121,196-99.7% | $135,375-99.7% |
| Participation rate | 83.3% | 79.3%+4.0pp | 71.7%+11.6pp | 82.6%+0.7pp |
| Annual return | 0.00% | -0.64%+0.6pp | 16.93%-16.9pp | 519.73%-519.7pp |
| Employer contribution / active EE | $120 | $5,665-97.9% | $4,022-97.0% | $4,779-97.5% |
| Participant deferral / active EE | $188 | $4,005-95.3% | $3,344-94.4% | $5,609-96.7% |
| Admin fee / account holder | $2 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |