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 | $793 | $108,172-99.3% | $77,482-99.0% | $158,922-99.5% |
| Participation rate | 80.0% | 64.4%+15.6pp | 54.2%+25.8pp | 82.0%-2.0pp |
| Annual return | 0.00% | 31.67%-31.7pp | 54.79%-54.8pp | 302.83%-302.8pp |
| Employer contribution / active EE | $306 | $1,325-76.9% | $986-69.0% | $4,761-93.6% |
| Participant deferral / active EE | $536 | $2,456-78.2% | $1,861-71.2% | $5,982-91.0% |
| Admin fee / account holder | $3 | $3,708-99.9% | $2,858-99.9% | $11,246-100.0% |