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 | $18,759 | $157,256-88.1% | $141,162-86.7% | $152,861-87.7% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 29.02% | 64.32%-35.3pp | 71.39%-42.4pp | 345.32%-316.3pp |
| Employer contribution / active EE | $2,356 | $5,261-55.2% | $4,735-50.2% | $4,762-50.5% |
| Participant deferral / active EE | $2,824 | $7,109-60.3% | $6,709-57.9% | $5,850-51.7% |
| Admin fee / account holder | $81 | $12,120-99.3% | $10,261-99.2% | $11,596-99.3% |