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 | $20,183 | $181,894-88.9% | $156,549-87.1% | $273,961-92.6% |
| Participation rate | 90.0% | 88.4%+1.6pp | 84.0%+6.0pp | 83.0%+7.0pp |
| Annual return | 8.22% | 30.74%-22.5pp | 32.23%-24.0pp | 41.45%-33.2pp |
| Employer contribution / active EE | $2,073 | $6,248-66.8% | $5,501-62.3% | $4,869-57.4% |
| Participant deferral / active EE | $3,009 | $5,550-45.8% | $4,871-38.2% | $5,287-43.1% |
| Admin fee / account holder | $61 | $15,559-99.6% | $13,027-99.5% | $10,132-99.4% |