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 | $1,054 | $27,839-96.2% | $58,482-98.2% | $71,457-98.5% |
| Participation rate | 86.1% | 34.5%+51.6pp | 50.9%+35.3pp | 67.9%+18.2pp |
| Annual return | 99.86% | 26.81%+73.1pp | 4239.32%-4139.5pp | 28.85%+71.0pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,053-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $700 | $1,206-42.0% | $1,924-63.6% | $4,289-83.7% |
| Admin fee / account holder | $188 | $1,641-88.5% | $2,516-92.5% | $1,587-88.2% |