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 | $381 | $81,625-99.5% | $58,482-99.3% | $139,434-99.7% |
| Participation rate | 78.9% | 61.3%+17.6pp | 50.9%+28.1pp | 80.3%-1.4pp |
| Annual return | 76.69% | 7404.20%-7327.5pp | 4239.32%-4162.6pp | 372.94%-296.3pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $388 | $2,557-84.8% | $1,924-79.8% | $6,710-94.2% |
| Admin fee / account holder | $19 | $3,265-99.4% | $2,516-99.3% | $11,403-99.8% |