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 | $1,088 | $149,040-99.3% | $120,225-99.1% | $137,256-99.2% |
| Participation rate | 80.0% | 75.4%+4.6pp | 69.6%+10.4pp | 80.0%0pp |
| Annual return | 29.31% | 605.68%-576.4pp | 439.23%-409.9pp | 220.34%-191.0pp |
| Employer contribution / active EE | $350 | $4,350-92.0% | $3,475-89.9% | $4,156-91.6% |
| Participant deferral / active EE | $525 | $4,655-88.7% | $3,999-86.9% | $6,407-91.8% |
| Admin fee / account holder | $20 | $6,348-99.7% | $5,696-99.7% | $12,270-99.8% |