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 | $2,354 | $104,106-97.7% | $71,086-96.7% | $135,375-98.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | 0.00% | 1256.30%-1256.3pp | 650.59%-650.6pp | 519.73%-519.7pp |
| Employer contribution / active EE | $202 | $1,485-86.4% | $1,088-81.5% | $4,779-95.8% |
| Participant deferral / active EE | $2,412 | $2,527-4.6% | $1,874+28.7% | $5,609-57.0% |
| Admin fee / account holder | $3 | $4,142-99.9% | $3,082-99.9% | $10,827-100.0% |