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 | $9,030 | $105,630-91.5% | $87,507-89.7% | $273,961-96.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 6.03% | 12.25%-6.2pp | 12.21%-6.2pp | 41.45%-35.4pp |
| Employer contribution / active EE | $971 | $3,141-69.1% | $2,550-61.9% | $4,869-80.1% |
| Participant deferral / active EE | $1,486 | $3,601-58.7% | $3,149-52.8% | $5,287-71.9% |
| Admin fee / account holder | $283 | $4,781-94.1% | $4,221-93.3% | $10,132-97.2% |