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 4-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 | $7,083 | $71,050-90.0% | $93,606-92.4% | $80,856-91.2% |
| Participation rate | 89.5% | 60.4%+29.1pp | 68.7%+20.8pp | 67.6%+21.8pp |
| Annual return | 15.33% | 11.26%+4.1pp | 133.20%-117.9pp | 35.59%-20.3pp |
| Employer contribution / active EE | $1,239 | $1,564-20.8% | $2,420-48.8% | $2,755-55.0% |
| Participant deferral / active EE | $2,107 | $4,034-47.8% | $4,411-52.2% | $4,296-50.9% |
| Admin fee / account holder | $181 | $6,945-97.4% | $8,285-97.8% | $6,918-97.4% |