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 | $25,575 | $181,894-85.9% | $156,549-83.7% | $273,961-90.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.51% | 30.74%-24.2pp | 32.23%-25.7pp | 41.45%-34.9pp |
| Employer contribution / active EE | $8,497 | $6,248+36.0% | $5,501+54.4% | $4,869+74.5% |
| Participant deferral / active EE | $7,133 | $5,550+28.5% | $4,871+46.4% | $5,287+34.9% |
| Admin fee / account holder | $50 | $15,559-99.7% | $13,027-99.6% | $10,132-99.5% |