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 | $14,043 | $105,630-86.7% | $87,507-84.0% | $273,961-94.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 13.02% | 12.25%+0.8pp | 12.21%+0.8pp | 41.45%-28.4pp |
| Employer contribution / active EE | $3,630 | $3,141+15.6% | $2,550+42.4% | $4,869-25.4% |
| Participant deferral / active EE | $4,631 | $3,601+28.6% | $3,149+47.1% | $5,287-12.4% |
| Admin fee / account holder | $83 | $4,781-98.3% | $4,221-98.0% | $10,132-99.2% |