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 | $29,963 | $153,772-80.5% | $133,980-77.6% | $273,961-89.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 15.86% | 36.51%-20.6pp | 29.30%-13.4pp | 41.45%-25.6pp |
| Employer contribution / active EE | $4,206 | $6,029-30.2% | $5,211-19.3% | $4,869-13.6% |
| Participant deferral / active EE | $9,678 | $6,958+39.1% | $6,282+54.1% | $5,287+83.1% |
| Admin fee / account holder | $207 | $11,765-98.2% | $9,324-97.8% | $10,132-98.0% |