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 | $11,774 | $99,341-88.1% | $84,750-86.1% | $273,961-95.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 22.56% | 22.93%-0.4pp | 22.78%-0.2pp | 41.45%-18.9pp |
| Employer contribution / active EE | $4,654 | $4,214+10.5% | $3,574+30.2% | $4,869-4.4% |
| Participant deferral / active EE | $1,796 | $4,269-57.9% | $3,712-51.6% | $5,287-66.0% |
| Admin fee / account holder | $113 | $6,644-98.3% | $5,332-97.9% | $10,132-98.9% |