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 | $1,247 | $30,400-95.9% | $53,898-97.7% | $84,808-98.5% |
| Participation rate | 73.0% | 46.4%+26.5pp | 55.0%+18.0pp | 68.3%+4.7pp |
| Annual return | 26.05% | 500.19%-474.1pp | 528.60%-502.6pp | 40.90%-14.8pp |
| Employer contribution / active EE | $252 | $603-58.2% | $932-73.0% | $2,631-90.4% |
| Participant deferral / active EE | $854 | $1,199-28.8% | $1,826-53.3% | $4,212-79.7% |
| Admin fee / account holder | $109 | $1,993-94.5% | $2,491-95.6% | $7,344-98.5% |