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 6-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 | $1,037 | $84,402-98.8% | $61,373-98.3% | $134,475-99.2% |
| Participation rate | 83.3% | 62.2%+21.1pp | 52.6%+30.8pp | 81.2%+2.1pp |
| Annual return | -20.97% | 584.55%-605.5pp | 338.61%-359.6pp | 417.96%-438.9pp |
| Employer contribution / active EE | $398 | $1,544-74.2% | $1,159-65.7% | $4,740-91.6% |
| Participant deferral / active EE | $609 | $2,819-78.4% | $2,125-71.3% | $6,400-90.5% |
| Admin fee / account holder | $59 | $2,585-97.7% | $2,130-97.2% | $11,426-99.5% |