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 | $3,180 | $102,604-96.9% | $86,188-96.3% | $139,434-97.7% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.0%+16.8pp | 80.3%+5.4pp |
| Annual return | 38.64% | 1922.51%-1883.9pp | 1168.45%-1129.8pp | 372.94%-334.3pp |
| Employer contribution / active EE | $1,249 | $3,032-58.8% | $2,380-47.5% | $4,751-73.7% |
| Participant deferral / active EE | $1,253 | $4,676-73.2% | $3,985-68.6% | $6,710-81.3% |
| Admin fee / account holder | $8 | $8,657-99.9% | $6,852-99.9% | $11,403-99.9% |