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 | $564 | $70,606-99.2% | $53,898-99.0% | $142,382-99.6% |
| Participation rate | 92.3% | 63.7%+28.6pp | 55.0%+37.3pp | 80.1%+12.2pp |
| Annual return | 34.87% | 619.81%-584.9pp | 528.60%-493.7pp | 217.08%-182.2pp |
| Employer contribution / active EE | $132 | $1,202-89.0% | $932-85.8% | $4,299-96.9% |
| Participant deferral / active EE | $451 | $2,364-80.9% | $1,826-75.3% | $6,507-93.1% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |