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 | $14,676 | $99,341-85.2% | $84,750-82.7% | $273,961-94.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.24% | 22.93%-13.7pp | 22.78%-13.5pp | 41.45%-32.2pp |
| Employer contribution / active EE | $6,513 | $4,214+54.6% | $3,574+82.2% | $4,869+33.8% |
| Participant deferral / active EE | $3,965 | $4,269-7.1% | $3,712+6.8% | $5,287-25.0% |
| Admin fee / account holder | $64 | $6,644-99.0% | $5,332-98.8% | $10,132-99.4% |