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 | $221 | $67,823-99.7% | $52,425-99.6% | $137,256-99.8% |
| Participation rate | 80.0% | 63.9%+16.1pp | 55.6%+24.4pp | 80.0%0pp |
| Annual return | 50.90% | 219.11%-168.2pp | 302.12%-251.2pp | 220.34%-169.4pp |
| Employer contribution / active EE | $48 | $1,163-95.9% | $914-94.7% | $4,156-98.8% |
| Participant deferral / active EE | $369 | $2,288-83.9% | $1,790-79.4% | $6,407-94.2% |
| Admin fee / account holder | $5 | $2,844-99.8% | $2,495-99.8% | $12,270-100.0% |