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 | $5,462 | $76,407-92.9% | $150,298-96.4% | $82,448-93.4% |
| Participation rate | 94.4% | 66.4%+28.0pp | 77.8%+16.7pp | 68.1%+26.4pp |
| Annual return | 583.21% | 39.99%+543.2pp | 62.79%+520.4pp | 41.64%+541.6pp |
| Employer contribution / active EE | $1,616 | $2,614-38.2% | $4,154-61.1% | $2,551-36.7% |
| Participant deferral / active EE | $1,928 | $3,214-40.0% | $5,453-64.6% | $4,139-53.4% |
| Admin fee / account holder | $37 | $6,352-99.4% | $14,116-99.7% | $7,234-99.5% |