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 10-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 | $17,136 | $93,346-81.6% | $71,796-76.1% | $273,961-93.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 8.66% | 130.39%-121.7pp | 78.04%-69.4pp | 41.45%-32.8pp |
| Employer contribution / active EE | $1,618 | $2,733-40.8% | $1,924-15.9% | $4,869-66.8% |
| Participant deferral / active EE | $4,845 | $3,475+39.4% | $2,794+73.4% | $5,287-8.4% |
| Admin fee / account holder | $110 | $6,571-98.3% | $4,815-97.7% | $10,132-98.9% |