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 | $12,092 | $135,952-91.1% | $123,892-90.2% | $273,961-95.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 20.38% | 56.63%-36.2pp | 47.52%-27.1pp | 41.45%-21.1pp |
| Employer contribution / active EE | $2,199 | $5,170-57.5% | $4,617-52.4% | $4,869-54.8% |
| Participant deferral / active EE | $4,450 | $6,343-29.8% | $5,984-25.6% | $5,287-15.8% |
| Admin fee / account holder | $268 | $9,817-97.3% | $8,357-96.8% | $10,132-97.4% |