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 | $19,959 | $183,963-89.2% | $162,163-87.7% | $152,861-86.9% |
| Participation rate | 85.0% | 88.5%-3.5pp | 87.6%-2.6pp | 82.4%+2.6pp |
| Annual return | 26.55% | 150.76%-124.2pp | 115.59%-89.0pp | 345.32%-318.8pp |
| Employer contribution / active EE | $2,369 | $6,371-62.8% | $5,614-57.8% | $4,762-50.3% |
| Participant deferral / active EE | $4,668 | $8,034-41.9% | $7,298-36.0% | $5,850-20.2% |
| Admin fee / account holder | $17 | $13,121-99.9% | $10,843-99.8% | $11,596-99.9% |