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 | $15,945 | $99,341-83.9% | $84,750-81.2% | $273,961-94.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.20% | 22.93%-14.7pp | 22.78%-14.6pp | 41.45%-33.3pp |
| Employer contribution / active EE | $858 | $4,214-79.6% | $3,574-76.0% | $4,869-82.4% |
| Participant deferral / active EE | $7,114 | $4,269+66.6% | $3,712+91.7% | $5,287+34.5% |
| Admin fee / account holder | $81 | $6,644-98.8% | $5,332-98.5% | $10,132-99.2% |