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 3-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 | $392 | $81,625-99.5% | $58,482-99.3% | $139,434-99.7% |
| Participation rate | 90.9% | 61.3%+29.6pp | 50.9%+40.1pp | 80.3%+10.6pp |
| Annual return | 0.00% | 7404.20%-7404.2pp | 4239.32%-4239.3pp | 372.94%-372.9pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $536 | $2,557-79.0% | $1,924-72.1% | $6,710-92.0% |
| Admin fee / account holder | $31 | $3,265-99.1% | $2,516-98.8% | $11,403-99.7% |