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 | $5,869 | $107,452-94.5% | $91,541-93.6% | $142,382-95.9% |
| Participation rate | 70.0% | 75.1%-5.1pp | 69.8%+0.2pp | 80.1%-10.1pp |
| Annual return | 19.61% | 22.06%-2.4pp | 20.50%-0.9pp | 217.08%-197.5pp |
| Employer contribution / active EE | $557 | $2,994-81.4% | $2,505-77.8% | $4,299-87.1% |
| Participant deferral / active EE | $1,870 | $4,754-60.7% | $4,008-53.3% | $6,507-71.3% |
| Admin fee / account holder | $92 | $8,834-99.0% | $6,956-98.7% | $12,624-99.3% |