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 | $21,037 | $153,772-86.3% | $133,980-84.3% | $273,961-92.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 0.00% | 36.51%-36.5pp | 29.30%-29.3pp | 41.45%-41.5pp |
| Employer contribution / active EE | $12,936 | $6,029+114.6% | $5,211+148.2% | $4,869+165.7% |
| Participant deferral / active EE | $8,101 | $6,958+16.4% | $6,282+29.0% | $5,287+53.2% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |