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 7-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 | $5,938 | $102,616-94.2% | $81,983-92.8% | $158,922-96.3% |
| Participation rate | 72.2% | 75.5%-3.3pp | 69.2%+3.0pp | 82.0%-9.7pp |
| Annual return | 29.68% | 61.04%-31.4pp | 41.31%-11.6pp | 302.83%-273.2pp |
| Employer contribution / active EE | $682 | $3,240-79.0% | $2,498-72.7% | $4,761-85.7% |
| Participant deferral / active EE | $1,157 | $4,648-75.1% | $3,722-68.9% | $5,982-80.7% |
| Admin fee / account holder | $38 | $8,235-99.5% | $5,664-99.3% | $11,246-99.7% |