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 | $11,008 | $215,361-94.9% | $171,082-93.6% | $273,961-96.0% |
| Participation rate | 77.8% | 82.0%-4.2pp | 76.7%+1.1pp | 83.0%-5.2pp |
| Annual return | 5.22% | 25.14%-19.9pp | 32.56%-27.3pp | 41.45%-36.2pp |
| Employer contribution / active EE | $1,905 | $4,967-61.7% | $4,002-52.4% | $4,869-60.9% |
| Participant deferral / active EE | $1,407 | $5,543-74.6% | $4,797-70.7% | $5,287-73.4% |
| Admin fee / account holder | $108 | $10,846-99.0% | $8,520-98.7% | $10,132-98.9% |