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 | $424 | $67,823-99.4% | $52,425-99.2% | $137,256-99.7% |
| Participation rate | 81.8% | 63.9%+17.9pp | 55.6%+26.2pp | 80.0%+1.9pp |
| Annual return | 14.34% | 219.11%-204.8pp | 302.12%-287.8pp | 220.34%-206.0pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $464 | $2,288-79.7% | $1,790-74.1% | $6,407-92.8% |
| Admin fee / account holder | $196 | $2,844-93.1% | $2,495-92.1% | $12,270-98.4% |