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 | $1,686 | $169,032-99.0% | $129,207-98.7% | $145,922-98.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 19.73% | 14330.11%-14310.4pp | 9417.33%-9397.6pp | 561.29%-541.6pp |
| Employer contribution / active EE | $1,070 | $5,537-80.7% | $4,153-74.2% | $4,660-77.0% |
| Participant deferral / active EE | $1,070 | $4,987-78.6% | $4,168-74.3% | $6,688-84.0% |
| Admin fee / account holder | $14 | $9,954-99.9% | $7,715-99.8% | $13,397-99.9% |