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 | $22,410 | $153,772-85.4% | $133,980-83.3% | $273,961-91.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.96% | 36.51%-25.5pp | 29.30%-18.3pp | 41.45%-30.5pp |
| Employer contribution / active EE | $2,303 | $6,029-61.8% | $5,211-55.8% | $4,869-52.7% |
| Participant deferral / active EE | $2,676 | $6,958-61.5% | $6,282-57.4% | $5,287-49.4% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |