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 | $25,191 | $181,894-86.2% | $156,549-83.9% | $273,961-90.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 15.32% | 30.74%-15.4pp | 32.23%-16.9pp | 41.45%-26.1pp |
| Employer contribution / active EE | $11,314 | $6,248+81.1% | $5,501+105.7% | $4,869+132.4% |
| Participant deferral / active EE | $6,243 | $5,550+12.5% | $4,871+28.2% | $5,287+18.1% |
| Admin fee / account holder | $87 | $15,559-99.4% | $13,027-99.3% | $10,132-99.1% |