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 | $1,454 | $169,032-99.1% | $129,207-98.9% | $145,922-99.0% |
| Participation rate | 86.7% | 76.4%+10.2pp | 69.6%+17.1pp | 80.3%+6.4pp |
| Annual return | 20.89% | 14330.11%-14309.2pp | 9417.33%-9396.4pp | 561.29%-540.4pp |
| Employer contribution / active EE | $360 | $5,537-93.5% | $4,153-91.3% | $4,660-92.3% |
| Participant deferral / active EE | $475 | $4,987-90.5% | $4,168-88.6% | $6,688-92.9% |
| Admin fee / account holder | $8 | $9,954-99.9% | $7,715-99.9% | $13,397-99.9% |