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 | $18,065 | $135,952-86.7% | $123,892-85.4% | $273,961-93.4% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 6.61% | 56.63%-50.0pp | 47.52%-40.9pp | 41.45%-34.8pp |
| Employer contribution / active EE | $4,608 | $5,170-10.9% | $4,617-0.2% | $4,869-5.4% |
| Participant deferral / active EE | $9,105 | $6,343+43.6% | $5,984+52.2% | $5,287+72.2% |
| Admin fee / account holder | $99 | $9,817-99.0% | $8,357-98.8% | $10,132-99.0% |