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 | $8,373 | $181,894-95.4% | $156,549-94.7% | $273,961-96.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 34.38% | 30.74%+3.6pp | 32.23%+2.2pp | 41.45%-7.1pp |
| Employer contribution / active EE | $2,164 | $6,248-65.4% | $5,501-60.7% | $4,869-55.6% |
| Participant deferral / active EE | $4,854 | $5,550-12.5% | $4,871-0.4% | $5,287-8.2% |
| Admin fee / account holder | $29 | $15,559-99.8% | $13,027-99.8% | $10,132-99.7% |