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 | $210 | $70,606-99.7% | $53,898-99.6% | $142,382-99.9% |
| Participation rate | 91.3% | 63.7%+27.6pp | 55.0%+36.3pp | 80.1%+11.2pp |
| Annual return | 48.67% | 619.81%-571.1pp | 528.60%-479.9pp | 217.08%-168.4pp |
| Employer contribution / active EE | $72 | $1,202-94.0% | $932-92.2% | $4,299-98.3% |
| Participant deferral / active EE | $397 | $2,364-83.2% | $1,826-78.2% | $6,507-93.9% |
| Admin fee / account holder | $64 | $2,852-97.8% | $2,491-97.4% | $12,624-99.5% |