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 | $29,319-98.2% | $52,425-99.0% | $82,448-99.4% |
| Participation rate | 92.3% | 46.9%+45.5pp | 55.6%+36.7pp | 68.1%+24.2pp |
| Annual return | 38.17% | 535.20%-497.0pp | 302.12%-264.0pp | 41.64%-3.5pp |
| Employer contribution / active EE | $120 | $586-79.6% | $914-86.9% | $2,551-95.3% |
| Participant deferral / active EE | $429 | $1,171-63.3% | $1,790-76.0% | $4,139-89.6% |
| Admin fee / account holder | $4 | $1,962-99.8% | $2,495-99.8% | $7,234-99.9% |