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 | $29,836 | $153,772-80.6% | $133,980-77.7% | $273,961-89.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 22.86% | 36.51%-13.6pp | 29.30%-6.4pp | 41.45%-18.6pp |
| Employer contribution / active EE | $1,597 | $6,029-73.5% | $5,211-69.4% | $4,869-67.2% |
| Participant deferral / active EE | $11,566 | $6,958+66.2% | $6,282+84.1% | $5,287+118.8% |
| Admin fee / account holder | $160 | $11,765-98.6% | $9,324-98.3% | $10,132-98.4% |