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 10-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 | $208 | $165,912-99.9% | $122,332-99.8% | $147,584-99.9% |
| Participation rate | 71.4% | 79.6%-8.1pp | 71.6%-0.2pp | 82.8%-11.4pp |
| Annual return | 4600.00% | 34.55%+4565.4pp | 30.27%+4569.7pp | 578.55%+4021.5pp |
| Employer contribution / active EE | $57 | $5,754-99.0% | $4,050-98.6% | $4,876-98.8% |
| Participant deferral / active EE | $85 | $4,005-97.9% | $3,287-97.4% | $5,439-98.4% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |