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 | $83 | $30,400-99.7% | $53,898-99.8% | $84,808-99.9% |
| Participation rate | 79.2% | 46.4%+32.7pp | 55.0%+24.2pp | 68.3%+10.9pp |
| Annual return | 21.03% | 500.19%-479.2pp | 528.60%-507.6pp | 40.90%-19.9pp |
| 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 | $0 | $1,993-100.0% | $2,491-100.0% | $7,344-100.0% |