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 | $6,778 | $153,772-95.6% | $133,980-94.9% | $273,961-97.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 21.77% | 36.51%-14.7pp | 29.30%-7.5pp | 41.45%-19.7pp |
| Employer contribution / active EE | $2,154 | $6,029-64.3% | $5,211-58.7% | $4,869-55.8% |
| Participant deferral / active EE | $2,858 | $6,958-58.9% | $6,282-54.5% | $5,287-45.9% |
| Admin fee / account holder | $24 | $11,765-99.8% | $9,324-99.7% | $10,132-99.8% |