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 | $1,447 | $176,662-99.2% | $130,648-98.9% | $152,861-99.1% |
| Participation rate | 87.5% | 79.0%+8.5pp | 71.7%+15.8pp | 82.4%+5.1pp |
| Annual return | 43.81% | 2692.24%-2648.4pp | 1708.96%-1665.1pp | 345.32%-301.5pp |
| Employer contribution / active EE | $340 | $5,742-94.1% | $4,092-91.7% | $4,762-92.9% |
| Participant deferral / active EE | $534 | $4,361-87.8% | $3,603-85.2% | $5,850-90.9% |
| Admin fee / account holder | $6 | $7,133-99.9% | $5,464-99.9% | $11,596-99.9% |