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 6-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 | $5,573 | $48,046-88.4% | $84,611-93.4% | $72,985-92.4% |
| Participation rate | 96.3% | 57.6%+38.7pp | 68.2%+28.1pp | 69.5%+26.8pp |
| Annual return | 2694.02% | 37.38%+2656.6pp | 258.74%+2435.3pp | 81.00%+2613.0pp |
| Employer contribution / active EE | $637 | $1,602-60.2% | $2,652-76.0% | $2,440-73.9% |
| Participant deferral / active EE | $1,000 | $2,680-62.7% | $3,899-74.4% | $3,607-72.3% |
| Admin fee / account holder | $18 | $3,395-99.5% | $4,912-99.6% | $5,124-99.6% |