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 | $1,551 | $156,846-99.0% | $121,098-98.7% | $139,434-98.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 48.95% | 1474.56%-1425.6pp | 985.75%-936.8pp | 372.94%-324.0pp |
| Employer contribution / active EE | $570 | $5,536-89.7% | $4,164-86.3% | $4,751-88.0% |
| Participant deferral / active EE | $837 | $4,844-82.7% | $4,080-79.5% | $6,710-87.5% |
| Admin fee / account holder | $4 | $6,946-99.9% | $5,644-99.9% | $11,403-100.0% |