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 | $9,503 | $90,503-89.5% | $78,689-87.9% | $273,961-96.5% |
| Participation rate | 73.7% | 76.5%-2.8pp | 73.6%+0.1pp | 83.0%-9.3pp |
| Annual return | 3.28% | 75.60%-72.3pp | 62.18%-58.9pp | 41.45%-38.2pp |
| Employer contribution / active EE | $703 | $3,176-77.9% | $2,851-75.4% | $4,869-85.6% |
| Participant deferral / active EE | $1,317 | $3,901-66.2% | $3,517-62.5% | $5,287-75.1% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |