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 | $677 | $30,400-97.8% | $53,898-98.7% | $84,808-99.2% |
| Participation rate | 90.0% | 46.4%+43.6pp | 55.0%+35.0pp | 68.3%+21.7pp |
| Annual return | 19.85% | 500.19%-480.3pp | 528.60%-508.8pp | 40.90%-21.0pp |
| Employer contribution / active EE | $149 | $603-75.3% | $932-84.1% | $2,631-94.4% |
| Participant deferral / active EE | $352 | $1,199-70.6% | $1,826-80.7% | $4,212-91.6% |
| Admin fee / account holder | $115 | $1,993-94.3% | $2,491-95.4% | $7,344-98.4% |