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 | $1,204 | $81,625-98.5% | $58,482-97.9% | $139,434-99.1% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 25.88% | 7404.20%-7378.3pp | 4239.32%-4213.4pp | 372.94%-347.1pp |
| Employer contribution / active EE | $1,161 | $1,398-17.0% | $1,053+10.2% | $4,751-75.6% |
| Participant deferral / active EE | $1,301 | $2,557-49.1% | $1,924-32.4% | $6,710-80.6% |
| Admin fee / account holder | $26 | $3,265-99.2% | $2,516-99.0% | $11,403-99.8% |