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 | $11,815 | $153,772-92.3% | $133,980-91.2% | $273,961-95.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.60% | 36.51%-25.9pp | 29.30%-18.7pp | 41.45%-30.9pp |
| Employer contribution / active EE | $1,372 | $6,029-77.2% | $5,211-73.7% | $4,869-71.8% |
| Participant deferral / active EE | $2,792 | $6,958-59.9% | $6,282-55.6% | $5,287-47.2% |
| Admin fee / account holder | $76 | $11,765-99.4% | $9,324-99.2% | $10,132-99.2% |