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 | $14,094 | $181,894-92.3% | $156,549-91.0% | $273,961-94.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 18.27% | 30.74%-12.5pp | 32.23%-14.0pp | 41.45%-23.2pp |
| Employer contribution / active EE | $3,540 | $6,248-43.3% | $5,501-35.7% | $4,869-27.3% |
| Participant deferral / active EE | $7,979 | $5,550+43.8% | $4,871+63.8% | $5,287+50.9% |
| Admin fee / account holder | $93 | $15,559-99.4% | $13,027-99.3% | $10,132-99.1% |