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 3-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 | $6,806 | $48,230-85.9% | $67,502-89.9% | $80,856-91.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 33.40% | 18.28%+15.1pp | 3512.12%-3478.7pp | 35.59%-2.2pp |
| Employer contribution / active EE | $3,368 | $2,020+66.8% | $2,731+23.3% | $2,755+22.3% |
| Participant deferral / active EE | $2,804 | $2,924-4.1% | $4,000-29.9% | $4,296-34.7% |
| Admin fee / account holder | $0 | $3,681-100.0% | $3,998-100.0% | $6,918-100.0% |