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 | $19,761 | $215,361-90.8% | $171,082-88.4% | $273,961-92.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 19.73% | 25.14%-5.4pp | 32.56%-12.8pp | 41.45%-21.7pp |
| Employer contribution / active EE | $1,772 | $4,967-64.3% | $4,002-55.7% | $4,869-63.6% |
| Participant deferral / active EE | $7,488 | $5,543+35.1% | $4,797+56.1% | $5,287+41.6% |
| Admin fee / account holder | $81 | $10,846-99.3% | $8,520-99.0% | $10,132-99.2% |