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 | $2,002 | $34,308-94.2% | $74,701-97.3% | $72,985-97.3% |
| Participation rate | 80.0% | 42.4%+37.6pp | 54.5%+25.5pp | 69.5%+10.5pp |
| Annual return | 60.78% | 26.58%+34.2pp | 752.92%-692.1pp | 81.00%-20.2pp |
| Employer contribution / active EE | $544 | $692-21.3% | $1,084-49.8% | $2,440-77.7% |
| Participant deferral / active EE | $1,028 | $1,271-19.2% | $1,964-47.7% | $3,607-71.5% |
| Admin fee / account holder | $110 | $2,124-94.8% | $3,333-96.7% | $5,124-97.9% |