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 | $70,606-99.5% | $53,898-99.3% | $142,382-99.7% |
| Participation rate | 93.3% | 63.7%+29.6pp | 55.0%+38.4pp | 80.1%+13.2pp |
| Annual return | 37.98% | 619.81%-581.8pp | 528.60%-490.6pp | 217.08%-179.1pp |
| Employer contribution / active EE | $164 | $1,202-86.4% | $932-82.4% | $4,299-96.2% |
| Participant deferral / active EE | $393 | $2,364-83.4% | $1,826-78.5% | $6,507-94.0% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |