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 9-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 | $10,385 | $72,277-85.6% | $101,248-89.7% | $79,858-87.0% |
| Participation rate | 92.0% | 68.5%+23.5pp | 75.8%+16.2pp | 69.6%+22.4pp |
| Annual return | 26.47% | 22.30%+4.2pp | 46.47%-20.0pp | 31.71%-5.2pp |
| Employer contribution / active EE | $1,114 | $2,692-58.6% | $3,660-69.5% | $2,471-54.9% |
| Participant deferral / active EE | $2,692 | $3,282-18.0% | $4,370-38.4% | $3,740-28.0% |
| Admin fee / account holder | $66 | $4,400-98.5% | $5,945-98.9% | $5,306-98.8% |