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 | $7,675 | $228,332-96.6% | $185,823-95.9% | $158,922-95.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 17.16% | 40.80%-23.6pp | 35.95%-18.8pp | 302.83%-285.7pp |
| Employer contribution / active EE | $4,761 | $4,967-4.1% | $4,087+16.5% | $4,7610% |
| Participant deferral / active EE | $5,441 | $6,415-15.2% | $5,632-3.4% | $5,982-9.0% |
| Admin fee / account holder | $24 | $11,864-99.8% | $9,500-99.7% | $11,246-99.8% |