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 | $761 | $81,625-99.1% | $58,482-98.7% | $139,434-99.5% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 17.51% | 7404.20%-7386.7pp | 4239.32%-4221.8pp | 372.94%-355.4pp |
| Employer contribution / active EE | $297 | $1,398-78.8% | $1,053-71.8% | $4,751-93.7% |
| Participant deferral / active EE | $307 | $2,557-88.0% | $1,924-84.0% | $6,710-95.4% |
| Admin fee / account holder | $39 | $3,265-98.8% | $2,516-98.4% | $11,403-99.7% |