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 | $3,139 | $70,756-95.6% | $65,493-95.2% | $142,382-97.8% |
| Participation rate | 84.2% | 77.4%+6.8pp | 73.1%+11.1pp | 80.1%+4.1pp |
| Annual return | 22.56% | 1754.89%-1732.3pp | 982.45%-959.9pp | 217.08%-194.5pp |
| Employer contribution / active EE | $578 | $2,881-79.9% | $2,574-77.6% | $4,299-86.6% |
| Participant deferral / active EE | $898 | $4,637-80.6% | $3,961-77.3% | $6,507-86.2% |
| Admin fee / account holder | $21 | $6,559-99.7% | $5,028-99.6% | $12,624-99.8% |