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 | $458 | $70,606-99.4% | $53,898-99.2% | $142,382-99.7% |
| Participation rate | 87.5% | 63.7%+23.8pp | 55.0%+32.5pp | 80.1%+7.4pp |
| Annual return | 51.32% | 619.81%-568.5pp | 528.60%-477.3pp | 217.08%-165.8pp |
| Employer contribution / active EE | $108 | $1,202-91.0% | $932-88.4% | $4,299-97.5% |
| Participant deferral / active EE | $446 | $2,364-81.2% | $1,826-75.6% | $6,507-93.2% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |