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 | $8,770 | $57,541-84.8% | $95,745-90.8% | $75,163-88.3% |
| Participation rate | 82.5% | 62.5%+19.9pp | 72.3%+10.2pp | 67.2%+15.3pp |
| Annual return | 16.43% | 34.93%-18.5pp | 28.35%-11.9pp | 160.62%-144.2pp |
| Employer contribution / active EE | $682 | $1,808-62.2% | $2,835-75.9% | $2,670-74.4% |
| Participant deferral / active EE | $1,316 | $3,074-57.2% | $4,245-69.0% | $4,125-68.1% |
| Admin fee / account holder | $298 | $4,099-92.7% | $5,678-94.7% | $5,651-94.7% |