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 | $12,876 | $135,952-90.5% | $123,892-89.6% | $273,961-95.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 18.10% | 56.63%-38.5pp | 47.52%-29.4pp | 41.45%-23.4pp |
| Employer contribution / active EE | $3,719 | $5,170-28.1% | $4,617-19.5% | $4,869-23.6% |
| Participant deferral / active EE | $6,070 | $6,343-4.3% | $5,984+1.4% | $5,287+14.8% |
| Admin fee / account holder | $89 | $9,817-99.1% | $8,357-98.9% | $10,132-99.1% |