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 | $24,942 | $181,894-86.3% | $156,549-84.1% | $273,961-90.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.20% | 30.74%-26.5pp | 32.23%-28.0pp | 41.45%-37.3pp |
| Employer contribution / active EE | $6,439 | $6,248+3.1% | $5,501+17.0% | $4,869+32.2% |
| Participant deferral / active EE | $4,600 | $5,550-17.1% | $4,871-5.6% | $5,287-13.0% |
| Admin fee / account holder | $169 | $15,559-98.9% | $13,027-98.7% | $10,132-98.3% |