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 10-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 | $6,411 | $135,952-95.3% | $123,892-94.8% | $273,961-97.7% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 34.15% | 56.63%-22.5pp | 47.52%-13.4pp | 41.45%-7.3pp |
| Employer contribution / active EE | $1,112 | $5,170-78.5% | $4,617-75.9% | $4,869-77.2% |
| Participant deferral / active EE | $4,284 | $6,343-32.5% | $5,984-28.4% | $5,287-19.0% |
| Admin fee / account holder | $163 | $9,817-98.3% | $8,357-98.0% | $10,132-98.4% |