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 | $24,204 | $72,492-66.6% | $87,100-72.2% | $72,985-66.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 23.21% | 24.46%-1.2pp | 28.19%-5.0pp | 81.00%-57.8pp |
| Employer contribution / active EE | $1,434 | $1,894-24.3% | $2,521-43.1% | $2,440-41.2% |
| Participant deferral / active EE | $4,035 | $3,270+23.4% | $4,049-0.3% | $3,607+11.9% |
| Admin fee / account holder | $17 | $5,055-99.7% | $7,497-99.8% | $5,124-99.7% |