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 | $14,073 | $99,341-85.8% | $84,750-83.4% | $273,961-94.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.59% | 22.93%-14.3pp | 22.78%-14.2pp | 41.45%-32.9pp |
| Employer contribution / active EE | $4,447 | $4,214+5.5% | $3,574+24.4% | $4,869-8.7% |
| Participant deferral / active EE | $3,215 | $4,269-24.7% | $3,712-13.4% | $5,287-39.2% |
| Admin fee / account holder | $50 | $6,644-99.3% | $5,332-99.1% | $10,132-99.5% |