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 | $2,881 | $88,751-96.8% | $81,812-96.5% | $145,922-98.0% |
| Participation rate | 84.6% | 75.0%+9.6pp | 72.3%+12.3pp | 80.3%+4.3pp |
| Annual return | 576.06% | 1025.40%-449.3pp | 773.79%-197.7pp | 561.29%+14.8pp |
| Employer contribution / active EE | $723 | $3,083-76.6% | $2,912-75.2% | $4,660-84.5% |
| Participant deferral / active EE | $773 | $4,643-83.4% | $4,319-82.1% | $6,688-88.4% |
| Admin fee / account holder | $7 | $8,415-99.9% | $7,386-99.9% | $13,397-100.0% |