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 | $28,992 | $181,894-84.1% | $156,549-81.5% | $273,961-89.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.92% | 30.74%-26.8pp | 32.23%-28.3pp | 41.45%-37.5pp |
| Employer contribution / active EE | $2,230 | $6,248-64.3% | $5,501-59.5% | $4,869-54.2% |
| Participant deferral / active EE | $8,209 | $5,550+47.9% | $4,871+68.5% | $5,287+55.3% |
| Admin fee / account holder | $50 | $15,559-99.7% | $13,027-99.6% | $10,132-99.5% |