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 | $994 | $70,606-98.6% | $53,898-98.2% | $142,382-99.3% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 26.83% | 619.81%-593.0pp | 528.60%-501.8pp | 217.08%-190.2pp |
| Employer contribution / active EE | $600 | $1,202-50.1% | $932-35.7% | $4,299-86.1% |
| Participant deferral / active EE | $749 | $2,364-68.3% | $1,826-59.0% | $6,507-88.5% |
| Admin fee / account holder | $24 | $2,852-99.2% | $2,491-99.0% | $12,624-99.8% |