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 | $21,905 | $181,894-88.0% | $156,549-86.0% | $273,961-92.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.95% | 30.74%-19.8pp | 32.23%-21.3pp | 41.45%-30.5pp |
| Employer contribution / active EE | $3,017 | $6,248-51.7% | $5,501-45.2% | $4,869-38.0% |
| Participant deferral / active EE | $2,571 | $5,550-53.7% | $4,871-47.2% | $5,287-51.4% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |