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 4-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 | $861 | $70,606-98.8% | $53,898-98.4% | $142,382-99.4% |
| Participation rate | 78.3% | 63.7%+14.6pp | 55.0%+23.3pp | 80.1%-1.9pp |
| Annual return | 21.68% | 619.81%-598.1pp | 528.60%-506.9pp | 217.08%-195.4pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $236 | $2,364-90.0% | $1,826-87.1% | $6,507-96.4% |
| Admin fee / account holder | $233 | $2,852-91.8% | $2,491-90.6% | $12,624-98.2% |