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 | $11,229 | $88,583-87.3% | $88,497-87.3% | $273,961-95.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 11.61% | 5.68%+5.9pp | 7.63%+4.0pp | 41.45%-29.8pp |
| Employer contribution / active EE | $4,344 | $4,502-3.5% | $4,036+7.6% | $4,869-10.8% |
| Participant deferral / active EE | $0 | $4,891-100.0% | $4,899-100.0% | $5,287-100.0% |
| Admin fee / account holder | $225 | $8,980-97.5% | $6,220-96.4% | $10,132-97.8% |