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 | $529 | $30,400-98.3% | $53,898-99.0% | $84,808-99.4% |
| Participation rate | 92.3% | 46.4%+45.9pp | 55.0%+37.3pp | 68.3%+24.0pp |
| Annual return | 38.17% | 500.19%-462.0pp | 528.60%-490.4pp | 40.90%-2.7pp |
| Employer contribution / active EE | $120 | $603-80.2% | $932-87.2% | $2,631-95.5% |
| Participant deferral / active EE | $429 | $1,199-64.2% | $1,826-76.5% | $4,212-89.8% |
| Admin fee / account holder | $4 | $1,993-99.8% | $2,491-99.8% | $7,344-99.9% |