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 | $18,580 | $153,772-87.9% | $133,980-86.1% | $273,961-93.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 12.16% | 36.51%-24.4pp | 29.30%-17.1pp | 41.45%-29.3pp |
| Employer contribution / active EE | $3,096 | $6,029-48.7% | $5,211-40.6% | $4,869-36.4% |
| Participant deferral / active EE | $7,076 | $6,958+1.7% | $6,282+12.6% | $5,287+33.8% |
| Admin fee / account holder | $176 | $11,765-98.5% | $9,324-98.1% | $10,132-98.3% |