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 | $21,025 | $149,734-86.0% | $118,925-82.3% | $158,922-86.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 7.42% | 19.95%-12.5pp | 35.88%-28.5pp | 302.83%-295.4pp |
| Employer contribution / active EE | $2,712 | $4,115-34.1% | $3,263-16.9% | $4,761-43.0% |
| Participant deferral / active EE | $5,148 | $5,223-1.4% | $4,265+20.7% | $5,982-13.9% |
| Admin fee / account holder | $205 | $8,603-97.6% | $6,581-96.9% | $11,246-98.2% |