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 | $721 | $22,587-96.8% | $65,255-98.9% | $75,163-99.0% |
| Participation rate | 90.9% | 63.1%+27.8pp | 65.0%+25.9pp | 67.2%+23.7pp |
| Annual return | 98.87% | 71.03%+27.8pp | 47.35%+51.5pp | 160.62%-61.7pp |
| Employer contribution / active EE | $409 | $941-56.5% | $1,691-75.8% | $2,670-84.7% |
| Participant deferral / active EE | $715 | $1,695-57.8% | $2,831-74.8% | $4,125-82.7% |
| Admin fee / account holder | $51 | $1,876-97.3% | $4,112-98.7% | $5,651-99.1% |