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 | $14,553 | $135,952-89.3% | $123,892-88.3% | $273,961-94.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.75% | 56.63%-49.9pp | 47.52%-40.8pp | 41.45%-34.7pp |
| Employer contribution / active EE | $1,937 | $5,170-62.5% | $4,617-58.1% | $4,869-60.2% |
| Participant deferral / active EE | $3,885 | $6,343-38.8% | $5,984-35.1% | $5,287-26.5% |
| Admin fee / account holder | $289 | $9,817-97.1% | $8,357-96.5% | $10,132-97.1% |