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 | $16,733 | $140,588-88.1% | $123,104-86.4% | $125,391-86.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 3.97% | 16.80%-12.8pp | 13.22%-9.2pp | 282.22%-278.2pp |
| Employer contribution / active EE | $2,204 | $6,041-63.5% | $5,151-57.2% | $4,866-54.7% |
| Participant deferral / active EE | $8,392 | $6,980+20.2% | $6,230+34.7% | $5,352+56.8% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |