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 | $22,491 | $215,361-89.6% | $171,082-86.9% | $273,961-91.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 3.76% | 25.14%-21.4pp | 32.56%-28.8pp | 41.45%-37.7pp |
| Employer contribution / active EE | $2,556 | $4,967-48.5% | $4,002-36.1% | $4,869-47.5% |
| Participant deferral / active EE | $8,000 | $5,543+44.3% | $4,797+66.8% | $5,287+51.3% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |