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 | $20,781 | $124,319-83.3% | $111,297-81.3% | $167,490-87.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 19.42% | 37.44%-18.0pp | 54.65%-35.2pp | 478.56%-459.1pp |
| Employer contribution / active EE | $2,776 | $3,435-19.2% | $2,731+1.6% | $4,837-42.6% |
| Participant deferral / active EE | $5,008 | $5,180-3.3% | $4,487+11.6% | $6,341-21.0% |
| Admin fee / account holder | $185 | $10,618-98.3% | $7,964-97.7% | $12,309-98.5% |