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 5-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 | $16,192 | $167,307-90.3% | $143,757-88.7% | $134,475-88.0% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -19.80% | 0.46%-20.3pp | -0.04%-19.8pp | 417.96%-437.8pp |
| Employer contribution / active EE | $6,992 | $5,619+24.4% | $4,951+41.2% | $4,740+47.5% |
| Participant deferral / active EE | $5,199 | $6,446-19.3% | $5,637-7.8% | $6,400-18.8% |
| Admin fee / account holder | $36 | $18,088-99.8% | $14,673-99.8% | $11,426-99.7% |