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 4-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 | $1,244 | $27,915-95.5% | $58,482-97.9% | $75,163-98.3% |
| Participation rate | 71.6% | 38.8%+32.8pp | 50.9%+20.8pp | 67.2%+4.4pp |
| Annual return | 28.90% | 44.20%-15.3pp | 4239.32%-4210.4pp | 160.62%-131.7pp |
| Employer contribution / active EE | $333 | $669-50.2% | $1,053-68.3% | $2,670-87.5% |
| Participant deferral / active EE | $607 | $1,201-49.5% | $1,924-68.4% | $4,125-85.3% |
| Admin fee / account holder | $60 | $1,726-96.5% | $2,516-97.6% | $5,651-98.9% |