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 | $3,169 | $88,751-96.4% | $81,812-96.1% | $145,922-97.8% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 15.85% | 1025.40%-1009.6pp | 773.79%-757.9pp | 561.29%-545.4pp |
| Employer contribution / active EE | $952 | $3,083-69.1% | $2,912-67.3% | $4,660-79.6% |
| Participant deferral / active EE | $1,165 | $4,643-74.9% | $4,319-73.0% | $6,688-82.6% |
| Admin fee / account holder | $17 | $8,415-99.8% | $7,386-99.8% | $13,397-99.9% |