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 | $7,620 | $49,791-84.7% | $78,210-90.3% | $70,131-89.1% |
| Participation rate | 75.0% | 62.3%+12.7pp | 68.7%+6.3pp | 69.5%+5.5pp |
| Annual return | 29.73% | 20.75%+9.0pp | 40.90%-11.2pp | 73.14%-43.4pp |
| Employer contribution / active EE | $899 | $1,430-37.1% | $2,034-55.8% | $2,342-61.6% |
| Participant deferral / active EE | $2,266 | $2,150+5.4% | $2,823-19.7% | $3,332-32.0% |
| Admin fee / account holder | $143 | $3,181-95.5% | $3,758-96.2% | $4,645-96.9% |