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 | $639 | $70,606-99.1% | $53,898-98.8% | $142,382-99.6% |
| Participation rate | 88.2% | 63.7%+24.5pp | 55.0%+33.3pp | 80.1%+8.1pp |
| Annual return | 27.62% | 619.81%-592.2pp | 528.60%-501.0pp | 217.08%-189.5pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $238 | $2,364-89.9% | $1,826-87.0% | $6,507-96.3% |
| Admin fee / account holder | $79 | $2,852-97.2% | $2,491-96.8% | $12,624-99.4% |