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 7-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 | $14,344 | $115,770-87.6% | $101,248-85.8% | $158,922-91.0% |
| Participation rate | 76.2% | 79.4%-3.2pp | 75.8%+0.4pp | 82.0%-5.8pp |
| Annual return | 28.43% | 56.14%-27.7pp | 46.47%-18.0pp | 302.83%-274.4pp |
| Employer contribution / active EE | $1,362 | $4,175-67.4% | $3,660-62.8% | $4,761-71.4% |
| Participant deferral / active EE | $3,145 | $4,957-36.6% | $4,370-28.0% | $5,982-47.4% |
| Admin fee / account holder | $14 | $7,245-99.8% | $5,945-99.8% | $11,246-99.9% |