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 | $517 | $176,662-99.7% | $130,648-99.6% | $152,861-99.7% |
| Participation rate | 90.5% | 79.0%+11.5pp | 71.7%+18.7pp | 82.4%+8.0pp |
| Annual return | 0.00% | 2692.24%-2692.2pp | 1708.96%-1709.0pp | 345.32%-345.3pp |
| Employer contribution / active EE | $186 | $5,742-96.8% | $4,092-95.4% | $4,762-96.1% |
| Participant deferral / active EE | $346 | $4,361-92.1% | $3,603-90.4% | $5,850-94.1% |
| Admin fee / account holder | $0 | $7,133-100.0% | $5,464-100.0% | $11,596-100.0% |