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 8-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 | $3,175 | $104,664-97.0% | $85,682-96.3% | $167,490-98.1% |
| Participation rate | 81.8% | 76.4%+5.5pp | 69.9%+12.0pp | 82.1%-0.3pp |
| Annual return | 13.08% | 21.45%-8.4pp | 21.49%-8.4pp | 478.56%-465.5pp |
| Employer contribution / active EE | $1,000 | $3,337-70.0% | $2,618-61.8% | $4,837-79.3% |
| Participant deferral / active EE | $1,591 | $4,824-67.0% | $3,923-59.4% | $6,341-74.9% |
| Admin fee / account holder | $140 | $10,032-98.6% | $6,873-98.0% | $12,309-98.9% |