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 | $17,140 | $135,952-87.4% | $123,892-86.2% | $273,961-93.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 21.23% | 56.63%-35.4pp | 47.52%-26.3pp | 41.45%-20.2pp |
| Employer contribution / active EE | $4,251 | $5,170-17.8% | $4,617-7.9% | $4,869-12.7% |
| Participant deferral / active EE | $4,251 | $6,343-33.0% | $5,984-29.0% | $5,287-19.6% |
| Admin fee / account holder | $69 | $9,817-99.3% | $8,357-99.2% | $10,132-99.3% |