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 | $15,801 | $99,652-84.1% | $78,778-79.9% | $147,584-89.3% |
| Participation rate | 70.0% | 76.2%-6.2pp | 69.2%+0.8pp | 82.8%-12.8pp |
| Annual return | 21.25% | 47.28%-26.0pp | 35.62%-14.4pp | 578.55%-557.3pp |
| Employer contribution / active EE | $424 | $2,796-84.8% | $1,986-78.6% | $4,876-91.3% |
| Participant deferral / active EE | $4,001 | $3,664+9.2% | $2,958+35.2% | $5,439-26.4% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |