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 | $14,148 | $181,894-92.2% | $156,549-91.0% | $273,961-94.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 15.97% | 30.74%-14.8pp | 32.23%-16.3pp | 41.45%-25.5pp |
| Employer contribution / active EE | $5,759 | $6,248-7.8% | $5,501+4.7% | $4,869+18.3% |
| Participant deferral / active EE | $5,050 | $5,550-9.0% | $4,871+3.7% | $5,287-4.5% |
| Admin fee / account holder | $269 | $15,559-98.3% | $13,027-97.9% | $10,132-97.3% |