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 | $1,293 | $88,751-98.5% | $81,812-98.4% | $145,922-99.1% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 20.01% | 1025.40%-1005.4pp | 773.79%-753.8pp | 561.29%-541.3pp |
| Employer contribution / active EE | $456 | $3,083-85.2% | $2,912-84.3% | $4,660-90.2% |
| Participant deferral / active EE | $1,035 | $4,643-77.7% | $4,319-76.0% | $6,688-84.5% |
| Admin fee / account holder | $5 | $8,415-99.9% | $7,386-99.9% | $13,397-100.0% |