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 3-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 | $17,013 | $78,926-78.4% | $136,749-87.6% | $84,808-79.9% |
| Participation rate | 100.0% | 62.2%+37.8pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 24.46% | 18.17%+6.3pp | 24.33%+0.1pp | 40.90%-16.4pp |
| Employer contribution / active EE | $1,064 | $2,134-50.1% | $3,400-68.7% | $2,631-59.6% |
| Participant deferral / active EE | $5,575 | $3,168+76.0% | $4,692+18.8% | $4,212+32.4% |
| Admin fee / account holder | $2 | $6,369-100.0% | $11,386-100.0% | $7,344-100.0% |