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 | $989 | $76,738-98.7% | $56,411-98.2% | $145,922-99.3% |
| Participation rate | 75.0% | 63.2%+11.8pp | 52.5%+22.5pp | 80.3%-5.3pp |
| Annual return | 17.63% | 2994.23%-2976.6pp | 1701.33%-1683.7pp | 561.29%-543.7pp |
| Employer contribution / active EE | $215 | $1,380-84.4% | $1,039-79.3% | $4,660-95.4% |
| Participant deferral / active EE | $362 | $2,623-86.2% | $1,952-81.5% | $6,688-94.6% |
| Admin fee / account holder | $24 | $3,334-99.3% | $2,829-99.2% | $13,397-99.8% |