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 | $15,895 | $56,897-72.1% | $84,750-81.2% | $62,891-74.7% |
| Participation rate | 79.3% | 68.5%+10.8pp | 76.6%+2.7pp | 69.3%+10.0pp |
| Annual return | 7.10% | 6.30%+0.8pp | 22.78%-15.7pp | 20.14%-13.0pp |
| Employer contribution / active EE | $3,029 | $2,400+26.2% | $3,574-15.2% | $2,281+32.8% |
| Participant deferral / active EE | $1,586 | $2,709-41.4% | $3,712-57.3% | $3,203-50.5% |
| Admin fee / account holder | $256 | $3,581-92.8% | $5,332-95.2% | $4,296-94.0% |