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 | $5,176 | $44,873-88.5% | $79,464-93.5% | $56,287-90.8% |
| Participation rate | 96.2% | 68.7%+27.4pp | 73.3%+22.8pp | 69.9%+26.3pp |
| Annual return | 0.00% | 0.81%-0.8pp | 718.14%-718.1pp | -9.96%+10.0pp |
| Employer contribution / active EE | $0 | $2,140-100.0% | $2,800-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $0 | $2,746-100.0% | $3,704-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $418-100.0% | $5,113-100.0% | $521-100.0% |