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 | $9,385 | $91,037-89.7% | $71,671-86.9% | $147,584-93.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 18.33% | 20.48%-2.1pp | 20.65%-2.3pp | 578.55%-560.2pp |
| Employer contribution / active EE | $2,966 | $3,327-10.9% | $2,460+20.6% | $4,876-39.2% |
| Participant deferral / active EE | $3,390 | $4,498-24.6% | $3,438-1.4% | $5,439-37.7% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |