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 | $23,408 | $181,894-87.1% | $156,549-85.0% | $273,961-91.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 16.94% | 30.74%-13.8pp | 32.23%-15.3pp | 41.45%-24.5pp |
| Employer contribution / active EE | $8,619 | $6,248+38.0% | $5,501+56.7% | $4,869+77.0% |
| Participant deferral / active EE | $8,645 | $5,550+55.8% | $4,871+77.5% | $5,287+63.5% |
| Admin fee / account holder | $173 | $15,559-98.9% | $13,027-98.7% | $10,132-98.3% |