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 | $520 | $90,503-99.4% | $78,689-99.3% | $273,961-99.8% |
| Participation rate | 84.6% | 76.5%+8.1pp | 73.6%+11.1pp | 83.0%+1.6pp |
| Annual return | 23.29% | 75.60%-52.3pp | 62.18%-38.9pp | 41.45%-18.2pp |
| Employer contribution / active EE | $293 | $3,176-90.8% | $2,851-89.7% | $4,869-94.0% |
| Participant deferral / active EE | $670 | $3,901-82.8% | $3,517-81.0% | $5,287-87.3% |
| Admin fee / account holder | $285 | $5,263-94.6% | $4,510-93.7% | $10,132-97.2% |