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 7-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 | $21,431 | $165,335-87.0% | $149,696-85.7% | $158,922-86.5% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 47.08% | 348.15%-301.1pp | 276.60%-229.5pp | 302.83%-255.7pp |
| Employer contribution / active EE | $3,369 | $5,103-34.0% | $4,644-27.5% | $4,761-29.2% |
| Participant deferral / active EE | $7,577 | $7,181+5.5% | $6,842+10.7% | $5,982+26.7% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |