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 | $16,783 | $181,894-90.8% | $156,549-89.3% | $273,961-93.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 21.62% | 30.74%-9.1pp | 32.23%-10.6pp | 41.45%-19.8pp |
| Employer contribution / active EE | $2,550 | $6,248-59.2% | $5,501-53.7% | $4,869-47.6% |
| Participant deferral / active EE | $9,287 | $5,550+67.3% | $4,871+90.6% | $5,287+75.6% |
| Admin fee / account holder | $20 | $15,559-99.9% | $13,027-99.8% | $10,132-99.8% |