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 | $346 | $76,738-99.5% | $56,411-99.4% | $145,922-99.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 12.02% | 2994.23%-2982.2pp | 1701.33%-1689.3pp | 561.29%-549.3pp |
| Employer contribution / active EE | $352 | $1,380-74.5% | $1,039-66.1% | $4,660-92.4% |
| Participant deferral / active EE | $352 | $2,623-86.6% | $1,952-82.0% | $6,688-94.7% |
| Admin fee / account holder | $62 | $3,334-98.1% | $2,829-97.8% | $13,397-99.5% |