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 7-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 | $1,104 | $108,172-99.0% | $77,482-98.6% | $158,922-99.3% |
| Participation rate | 85.7% | 64.4%+21.3pp | 54.2%+31.5pp | 82.0%+3.8pp |
| Annual return | 104.60% | 31.67%+72.9pp | 54.79%+49.8pp | 302.83%-198.2pp |
| Employer contribution / active EE | $513 | $1,325-61.3% | $986-48.0% | $4,761-89.2% |
| Participant deferral / active EE | $525 | $2,456-78.6% | $1,861-71.8% | $5,982-91.2% |
| Admin fee / account holder | $7 | $3,708-99.8% | $2,858-99.8% | $11,246-99.9% |