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 | $14,781 | $80,968-81.7% | $96,544-84.7% | $75,163-80.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 21.21% | 27.06%-5.9pp | 25.84%-4.6pp | 160.62%-139.4pp |
| Employer contribution / active EE | $1,645 | $2,282-27.9% | $2,965-44.5% | $2,670-38.4% |
| Participant deferral / active EE | $2,028 | $3,928-48.4% | $4,851-58.2% | $4,125-50.8% |
| Admin fee / account holder | $197 | $6,724-97.1% | $8,252-97.6% | $5,651-96.5% |