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 | $24,348 | $91,552-73.4% | $133,956-81.8% | $79,858-69.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 12.07% | 61.85%-49.8pp | 45.09%-33.0pp | 31.71%-19.6pp |
| Employer contribution / active EE | $770 | $2,384-67.7% | $3,919-80.4% | $2,471-68.8% |
| Participant deferral / active EE | $2,026 | $3,733-45.7% | $5,048-59.9% | $3,740-45.8% |
| Admin fee / account holder | $250 | $6,321-96.0% | $8,927-97.2% | $5,306-95.3% |