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 | $10,470 | $153,772-93.2% | $133,980-92.2% | $273,961-96.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.07% | 36.51%-26.4pp | 29.30%-19.2pp | 41.45%-31.4pp |
| Employer contribution / active EE | $1,818 | $6,029-69.9% | $5,211-65.1% | $4,869-62.7% |
| Participant deferral / active EE | $3,484 | $6,958-49.9% | $6,282-44.5% | $5,287-34.1% |
| Admin fee / account holder | $87 | $11,765-99.3% | $9,324-99.1% | $10,132-99.1% |