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 | $24,839 | $181,894-86.3% | $156,549-84.1% | $273,961-90.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.00% | 30.74%-30.7pp | 32.23%-32.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $11,284 | $6,248+80.6% | $5,501+105.1% | $4,869+131.8% |
| Participant deferral / active EE | $13,394 | $5,550+141.3% | $4,871+175.0% | $5,287+153.3% |
| Admin fee / account holder | $40 | $15,559-99.7% | $13,027-99.7% | $10,132-99.6% |