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 | $10,826 | $96,557-88.8% | $80,975-86.6% | $273,961-96.0% |
| Participation rate | 87.5% | 79.1%+8.4pp | 75.8%+11.7pp | 83.0%+4.5pp |
| Annual return | 7.86% | 15.14%-7.3pp | 17.10%-9.2pp | 41.45%-33.6pp |
| Employer contribution / active EE | $1,666 | $4,868-65.8% | $3,714-55.2% | $4,869-65.8% |
| Participant deferral / active EE | $2,026 | $6,598-69.3% | $5,696-64.4% | $5,287-61.7% |
| Admin fee / account holder | $45 | $7,492-99.4% | $5,516-99.2% | $10,132-99.6% |