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 8-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 | $107,934-87.0% | $91,989-84.7% | $152,861-90.8% |
| Participation rate | 83.3% | 81.2%+2.2pp | 78.6%+4.7pp | 82.4%+0.9pp |
| Annual return | 67.41% | 89.24%-21.8pp | 69.02%-1.6pp | 345.32%-277.9pp |
| Employer contribution / active EE | $579 | $4,210-86.3% | $3,452-83.2% | $4,762-87.9% |
| Participant deferral / active EE | $8,563 | $6,364+34.5% | $5,923+44.6% | $5,850+46.4% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |