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 | $17,665 | $181,894-90.3% | $156,549-88.7% | $273,961-93.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 14.07% | 30.74%-16.7pp | 32.23%-18.2pp | 41.45%-27.4pp |
| Employer contribution / active EE | $6,562 | $6,248+5.0% | $5,501+19.3% | $4,869+34.8% |
| Participant deferral / active EE | $8,850 | $5,550+59.5% | $4,871+81.7% | $5,287+67.4% |
| Admin fee / account holder | $75 | $15,559-99.5% | $13,027-99.4% | $10,132-99.3% |