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 | $474 | $76,738-99.4% | $56,411-99.2% | $145,922-99.7% |
| Participation rate | 87.5% | 63.2%+24.3pp | 52.5%+35.0pp | 80.3%+7.2pp |
| Annual return | 9.05% | 2994.23%-2985.2pp | 1701.33%-1692.3pp | 561.29%-552.2pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $371 | $2,623-85.9% | $1,952-81.0% | $6,688-94.5% |
| Admin fee / account holder | $146 | $3,334-95.6% | $2,829-94.8% | $13,397-98.9% |