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 | $26,985 | $78,705-65.7% | $117,854-77.1% | $70,131-61.5% |
| Participation rate | 88.9% | 73.2%+15.7pp | 79.7%+9.2pp | 69.5%+19.3pp |
| Annual return | 16.53% | 23.30%-6.8pp | 335.08%-318.5pp | 73.14%-56.6pp |
| Employer contribution / active EE | $1,716 | $2,223-22.8% | $3,786-54.7% | $2,342-26.8% |
| Participant deferral / active EE | $2,458 | $3,297-25.5% | $4,482-45.2% | $3,332-26.2% |
| Admin fee / account holder | $160 | $5,065-96.8% | $8,020-98.0% | $4,645-96.6% |