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 | $9,422 | $99,341-90.5% | $84,750-88.9% | $273,961-96.6% |
| Participation rate | 71.4% | 80.7%-9.3pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | 20.56% | 22.93%-2.4pp | 22.78%-2.2pp | 41.45%-20.9pp |
| Employer contribution / active EE | $1,780 | $4,214-57.7% | $3,574-50.2% | $4,869-63.4% |
| Participant deferral / active EE | $2,312 | $4,269-45.8% | $3,712-37.7% | $5,287-56.3% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |