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 | $21,066 | $132,239-84.1% | $105,722-80.1% | $273,961-92.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 11.45% | 10.07%+1.4pp | 12.25%-0.8pp | 41.45%-30.0pp |
| Employer contribution / active EE | $2,250 | $4,867-53.8% | $4,079-44.8% | $4,869-53.8% |
| Participant deferral / active EE | $4,566 | $6,233-26.8% | $5,326-14.3% | $5,287-13.6% |
| Admin fee / account holder | $80 | $12,032-99.3% | $8,308-99.0% | $10,132-99.2% |