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 7-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 | $705 | $176,662-99.6% | $130,648-99.5% | $152,861-99.5% |
| Participation rate | 75.0% | 79.0%-4.0pp | 71.7%+3.3pp | 82.4%-7.4pp |
| Annual return | 0.00% | 2692.24%-2692.2pp | 1708.96%-1709.0pp | 345.32%-345.3pp |
| Employer contribution / active EE | $166 | $5,742-97.1% | $4,092-96.0% | $4,762-96.5% |
| Participant deferral / active EE | $351 | $4,361-91.9% | $3,603-90.3% | $5,850-94.0% |
| Admin fee / account holder | $0 | $7,133-100.0% | $5,464-100.0% | $11,596-100.0% |