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 | $184 | $81,625-99.8% | $58,482-99.7% | $139,434-99.9% |
| Participation rate | 87.5% | 61.3%+26.2pp | 50.9%+36.6pp | 80.3%+7.2pp |
| Annual return | 36.16% | 7404.20%-7368.0pp | 4239.32%-4203.2pp | 372.94%-336.8pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $199 | $2,557-92.2% | $1,924-89.7% | $6,710-97.0% |
| Admin fee / account holder | $15 | $3,265-99.5% | $2,516-99.4% | $11,403-99.9% |