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 | $15,682 | $93,346-83.2% | $71,796-78.2% | $273,961-94.3% |
| Participation rate | 83.3% | 76.5%+6.8pp | 69.1%+14.2pp | 83.0%+0.3pp |
| Annual return | 5.81% | 130.39%-124.6pp | 78.04%-72.2pp | 41.45%-35.6pp |
| Employer contribution / active EE | $2,111 | $2,733-22.8% | $1,924+9.7% | $4,869-56.6% |
| Participant deferral / active EE | $2,194 | $3,475-36.9% | $2,794-21.5% | $5,287-58.5% |
| Admin fee / account holder | $109 | $6,571-98.3% | $4,815-97.7% | $10,132-98.9% |