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 | $1,124 | $81,625-98.6% | $58,482-98.1% | $139,434-99.2% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 41.95% | 7404.20%-7362.2pp | 4239.32%-4197.4pp | 372.94%-331.0pp |
| Employer contribution / active EE | $440 | $1,398-68.6% | $1,053-58.3% | $4,751-90.7% |
| Participant deferral / active EE | $762 | $2,557-70.2% | $1,924-60.4% | $6,710-88.6% |
| Admin fee / account holder | $1 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |