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 | $15,445 | $181,894-91.5% | $156,549-90.1% | $273,961-94.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 19.77% | 30.74%-11.0pp | 32.23%-12.5pp | 41.45%-21.7pp |
| Employer contribution / active EE | $1,527 | $6,248-75.6% | $5,501-72.2% | $4,869-68.6% |
| Participant deferral / active EE | $5,833 | $5,550+5.1% | $4,871+19.8% | $5,287+10.3% |
| Admin fee / account holder | $12 | $15,559-99.9% | $13,027-99.9% | $10,132-99.9% |