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 | $27,683 | $153,772-82.0% | $133,980-79.3% | $273,961-89.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.87% | 36.51%-26.6pp | 29.30%-19.4pp | 41.45%-31.6pp |
| Employer contribution / active EE | $3,558 | $6,029-41.0% | $5,211-31.7% | $4,869-26.9% |
| Participant deferral / active EE | $6,742 | $6,958-3.1% | $6,282+7.3% | $5,287+27.5% |
| Admin fee / account holder | $148 | $11,765-98.7% | $9,324-98.4% | $10,132-98.5% |