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 | $12,189 | $181,894-93.3% | $156,549-92.2% | $273,961-95.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.26% | 30.74%-22.5pp | 32.23%-24.0pp | 41.45%-33.2pp |
| Employer contribution / active EE | $1,429 | $6,248-77.1% | $5,501-74.0% | $4,869-70.6% |
| Participant deferral / active EE | $3,567 | $5,550-35.7% | $4,871-26.8% | $5,287-32.5% |
| Admin fee / account holder | $165 | $15,559-98.9% | $13,027-98.7% | $10,132-98.4% |