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 | $8,377 | $99,341-91.6% | $84,750-90.1% | $273,961-96.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 17.11% | 22.93%-5.8pp | 22.78%-5.7pp | 41.45%-24.3pp |
| Employer contribution / active EE | $2,549 | $4,214-39.5% | $3,574-28.7% | $4,869-47.6% |
| Participant deferral / active EE | $5,672 | $4,269+32.9% | $3,712+52.8% | $5,287+7.3% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |