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 | $1,249 | $108,642-98.9% | $74,701-98.3% | $152,861-99.2% |
| Participation rate | 80.0% | 65.3%+14.7pp | 54.5%+25.5pp | 82.4%-2.4pp |
| Annual return | 0.00% | 114.06%-114.1pp | 752.92%-752.9pp | 345.32%-345.3pp |
| Employer contribution / active EE | $317 | $1,503-78.9% | $1,084-70.8% | $4,762-93.4% |
| Participant deferral / active EE | $887 | $2,712-67.3% | $1,964-54.8% | $5,850-84.8% |
| Admin fee / account holder | $7 | $4,902-99.9% | $3,333-99.8% | $11,596-99.9% |