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 | $21,540 | $83,477-74.2% | $125,175-82.8% | $72,985-70.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 18.02% | 25.78%-7.8pp | 43.79%-25.8pp | 81.00%-63.0pp |
| Employer contribution / active EE | $3,210 | $2,345+36.9% | $3,865-17.0% | $2,440+31.5% |
| Participant deferral / active EE | $2,357 | $3,585-34.3% | $4,937-52.3% | $3,607-34.7% |
| Admin fee / account holder | $103 | $5,517-98.1% | $9,702-98.9% | $5,124-98.0% |