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 | $27,639 | $153,772-82.0% | $133,980-79.4% | $273,961-89.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 30.31% | 36.51%-6.2pp | 29.30%+1.0pp | 41.45%-11.1pp |
| Employer contribution / active EE | $1,771 | $6,029-70.6% | $5,211-66.0% | $4,869-63.6% |
| Participant deferral / active EE | $5,684 | $6,958-18.3% | $6,282-9.5% | $5,287+7.5% |
| Admin fee / account holder | $123 | $11,765-99.0% | $9,324-98.7% | $10,132-98.8% |