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 | $732 | $76,738-99.0% | $56,411-98.7% | $145,922-99.5% |
| Participation rate | 91.3% | 63.2%+28.1pp | 52.5%+38.8pp | 80.3%+11.0pp |
| Annual return | 99.79% | 2994.23%-2894.4pp | 1701.33%-1601.5pp | 561.29%-461.5pp |
| Employer contribution / active EE | $569 | $1,380-58.8% | $1,039-45.2% | $4,660-87.8% |
| Participant deferral / active EE | $914 | $2,623-65.1% | $1,952-53.2% | $6,688-86.3% |
| Admin fee / account holder | $40 | $3,334-98.8% | $2,829-98.6% | $13,397-99.7% |