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 | $12,279 | $90,503-86.4% | $78,689-84.4% | $273,961-95.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 38.90% | 75.60%-36.7pp | 62.18%-23.3pp | 41.45%-2.6pp |
| Employer contribution / active EE | $11,653 | $3,176+266.9% | $2,851+308.8% | $4,869+139.3% |
| Participant deferral / active EE | $2,607 | $3,901-33.2% | $3,517-25.9% | $5,287-50.7% |
| Admin fee / account holder | $61 | $5,263-98.8% | $4,510-98.6% | $10,132-99.4% |