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 | $10,967 | $90,503-87.9% | $78,689-86.1% | $273,961-96.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.12% | 75.60%-67.5pp | 62.18%-54.1pp | 41.45%-33.3pp |
| Employer contribution / active EE | $3,194 | $3,176+0.6% | $2,851+12.0% | $4,869-34.4% |
| Participant deferral / active EE | $2,761 | $3,901-29.2% | $3,517-21.5% | $5,287-47.8% |
| Admin fee / account holder | $101 | $5,263-98.1% | $4,510-97.8% | $10,132-99.0% |