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 | $18,287 | $140,588-87.0% | $123,104-85.1% | $125,391-85.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 0.53% | 16.80%-16.3pp | 13.22%-12.7pp | 282.22%-281.7pp |
| Employer contribution / active EE | $4,461 | $6,041-26.2% | $5,151-13.4% | $4,866-8.3% |
| Participant deferral / active EE | $5,318 | $6,980-23.8% | $6,230-14.6% | $5,352-0.6% |
| Admin fee / account holder | $36 | $11,198-99.7% | $9,015-99.6% | $9,540-99.6% |