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 | $29,217 | $153,772-81.0% | $133,980-78.2% | $273,961-89.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 0.00% | 36.51%-36.5pp | 29.30%-29.3pp | 41.45%-41.5pp |
| Employer contribution / active EE | $14,336 | $6,029+137.8% | $5,211+175.1% | $4,869+194.5% |
| Participant deferral / active EE | $14,633 | $6,958+110.3% | $6,282+132.9% | $5,287+176.8% |
| Admin fee / account holder | $5 | $11,765-100.0% | $9,324-99.9% | $10,132-100.0% |