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 | $12,626 | $181,894-93.1% | $156,549-91.9% | $273,961-95.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.72% | 30.74%-24.0pp | 32.23%-25.5pp | 41.45%-34.7pp |
| Employer contribution / active EE | $1,710 | $6,248-72.6% | $5,501-68.9% | $4,869-64.9% |
| Participant deferral / active EE | $2,611 | $5,550-53.0% | $4,871-46.4% | $5,287-50.6% |
| Admin fee / account holder | $28 | $15,559-99.8% | $13,027-99.8% | $10,132-99.7% |