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 | $11,751 | $73,004-83.9% | $90,749-87.1% | $68,494-82.8% |
| Participation rate | 87.5% | 70.8%+16.7pp | 75.7%+11.8pp | 67.9%+19.6pp |
| Annual return | -18.68% | -13.81%-4.9pp | -12.16%-6.5pp | -7.84%-10.8pp |
| Employer contribution / active EE | $638 | $2,193-70.9% | $2,921-78.2% | $2,596-75.4% |
| Participant deferral / active EE | $1,664 | $3,627-54.1% | $4,564-63.5% | $4,027-58.7% |
| Admin fee / account holder | $279 | $5,896-95.3% | $8,445-96.7% | $5,403-94.8% |