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 | $192 | $30,400-99.4% | $53,898-99.6% | $84,808-99.8% |
| Participation rate | 76.0% | 46.4%+29.6pp | 55.0%+21.0pp | 68.3%+7.7pp |
| Annual return | 19.91% | 500.19%-480.3pp | 528.60%-508.7pp | 40.90%-21.0pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $0 | $1,199-100.0% | $1,826-100.0% | $4,212-100.0% |
| Admin fee / account holder | $1 | $1,993-100.0% | $2,491-100.0% | $7,344-100.0% |