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 | $16,018 | $153,772-89.6% | $133,980-88.0% | $273,961-94.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.91% | 36.51%-27.6pp | 29.30%-20.4pp | 41.45%-32.5pp |
| Employer contribution / active EE | $1,653 | $6,029-72.6% | $5,211-68.3% | $4,869-66.0% |
| Participant deferral / active EE | $7,134 | $6,958+2.5% | $6,282+13.6% | $5,287+34.9% |
| Admin fee / account holder | $81 | $11,765-99.3% | $9,324-99.1% | $10,132-99.2% |