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 | $16,271 | $135,952-88.0% | $123,892-86.9% | $273,961-94.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.85% | 56.63%-47.8pp | 47.52%-38.7pp | 41.45%-32.6pp |
| Employer contribution / active EE | $1,357 | $5,170-73.7% | $4,617-70.6% | $4,869-72.1% |
| Participant deferral / active EE | $4,121 | $6,343-35.0% | $5,984-31.1% | $5,287-22.1% |
| Admin fee / account holder | $126 | $9,817-98.7% | $8,357-98.5% | $10,132-98.8% |