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 | $464 | $70,606-99.3% | $53,898-99.1% | $142,382-99.7% |
| Participation rate | 90.0% | 63.7%+26.3pp | 55.0%+35.0pp | 80.1%+9.9pp |
| Annual return | 26.40% | 619.81%-593.4pp | 528.60%-502.2pp | 217.08%-190.7pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $294 | $2,364-87.6% | $1,826-83.9% | $6,507-95.5% |
| Admin fee / account holder | $47 | $2,852-98.3% | $2,491-98.1% | $12,624-99.6% |