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 | $14,807 | $105,860-86.0% | $90,749-83.7% | $134,475-89.0% |
| Participation rate | 71.4% | 78.2%-6.8pp | 75.7%-4.3pp | 81.2%-9.8pp |
| Annual return | -19.27% | -11.01%-8.3pp | -12.16%-7.1pp | 417.96%-437.2pp |
| Employer contribution / active EE | $979 | $3,462-71.7% | $2,921-66.5% | $4,740-79.3% |
| Participant deferral / active EE | $2,560 | $5,216-50.9% | $4,564-43.9% | $6,400-60.0% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |