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 | $15,743 | $181,894-91.3% | $156,549-89.9% | $273,961-94.3% |
| Participation rate | 95.5% | 88.4%+7.1pp | 84.0%+11.4pp | 83.0%+12.4pp |
| Annual return | 6.77% | 30.74%-24.0pp | 32.23%-25.5pp | 41.45%-34.7pp |
| Employer contribution / active EE | $1,832 | $6,248-70.7% | $5,501-66.7% | $4,869-62.4% |
| Participant deferral / active EE | $3,347 | $5,550-39.7% | $4,871-31.3% | $5,287-36.7% |
| Admin fee / account holder | $146 | $15,559-99.1% | $13,027-98.9% | $10,132-98.6% |