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 | $22,177 | $163,687-86.5% | $108,745-79.6% | $273,961-91.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.7%+22.3pp | 83.0%+17.0pp |
| Annual return | 48.51% | 31.16%+17.3pp | 46.22%+2.3pp | 41.45%+7.1pp |
| Employer contribution / active EE | $9,490 | $4,711+101.4% | $3,323+185.6% | $4,869+94.9% |
| Participant deferral / active EE | $5,047 | $7,155-29.5% | $5,121-1.5% | $5,287-4.5% |
| Admin fee / account holder | $87 | $12,890-99.3% | $6,144-98.6% | $10,132-99.1% |