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 | $508 | $156,846-99.7% | $121,098-99.6% | $139,434-99.6% |
| Participation rate | 82.4% | 76.4%+5.9pp | 69.5%+12.9pp | 80.3%+2.0pp |
| Annual return | 167.82% | 1474.56%-1306.7pp | 985.75%-817.9pp | 372.94%-205.1pp |
| Employer contribution / active EE | $0 | $5,536-100.0% | $4,164-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $424 | $4,844-91.3% | $4,080-89.6% | $6,710-93.7% |
| Admin fee / account holder | $13 | $6,946-99.8% | $5,644-99.8% | $11,403-99.9% |