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 | $17,972 | $112,881-84.1% | $90,951-80.2% | $158,922-88.7% |
| Participation rate | 75.0% | 74.7%+0.3pp | 69.0%+6.0pp | 82.0%-7.0pp |
| Annual return | 14.38% | 215.79%-201.4pp | 134.60%-120.2pp | 302.83%-288.4pp |
| Employer contribution / active EE | $488 | $2,893-83.1% | $2,122-77.0% | $4,761-89.7% |
| Participant deferral / active EE | $6,500 | $4,128+57.5% | $3,373+92.7% | $5,982+8.7% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |