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 | $1,185 | $156,846-99.2% | $121,098-99.0% | $139,434-99.2% |
| Participation rate | 70.0% | 76.4%-6.4pp | 69.5%+0.5pp | 80.3%-10.3pp |
| Annual return | 66.72% | 1474.56%-1407.8pp | 985.75%-919.0pp | 372.94%-306.2pp |
| Employer contribution / active EE | $421 | $5,536-92.4% | $4,164-89.9% | $4,751-91.1% |
| Participant deferral / active EE | $423 | $4,844-91.3% | $4,080-89.6% | $6,710-93.7% |
| Admin fee / account holder | $8 | $6,946-99.9% | $5,644-99.9% | $11,403-99.9% |