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 | $6,870 | $88,707-92.3% | $74,183-90.7% | $273,961-97.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.53% | 11.94%-5.4pp | 17.74%-11.2pp | 41.45%-34.9pp |
| Employer contribution / active EE | $2,728 | $3,159-13.6% | $2,370+15.1% | $4,869-44.0% |
| Participant deferral / active EE | $4,844 | $4,212+15.0% | $3,550+36.5% | $5,287-8.4% |
| Admin fee / account holder | $34 | $8,717-99.6% | $5,586-99.4% | $10,132-99.7% |