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 | $2,452 | $101,283-97.6% | $75,826-96.8% | $135,375-98.2% |
| Participation rate | 93.3% | 72.7%+20.6pp | 68.2%+25.1pp | 82.6%+10.7pp |
| Annual return | 0.00% | 3384.62%-3384.6pp | 1914.15%-1914.2pp | 519.73%-519.7pp |
| Employer contribution / active EE | $670 | $2,382-71.9% | $1,913-65.0% | $4,779-86.0% |
| Participant deferral / active EE | $950 | $3,469-72.6% | $2,862-66.8% | $5,609-83.1% |
| Admin fee / account holder | $0 | $6,539-100.0% | $4,726-100.0% | $10,827-100.0% |