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 | $3,220 | $90,348-96.4% | $75,972-95.8% | $145,922-97.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 17.27% | 620.88%-603.6pp | 359.55%-342.3pp | 561.29%-544.0pp |
| Employer contribution / active EE | $1,078 | $3,311-67.4% | $2,685-59.9% | $4,660-76.9% |
| Participant deferral / active EE | $1,403 | $5,162-72.8% | $4,255-67.0% | $6,688-79.0% |
| Admin fee / account holder | $16 | $8,467-99.8% | $6,467-99.7% | $13,397-99.9% |