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 | $22,524 | $136,307-83.5% | $106,619-78.9% | $273,961-91.8% |
| Participation rate | 94.4% | 84.8%+9.7pp | 78.0%+16.4pp | 83.0%+11.4pp |
| Annual return | 15.49% | 11.05%+4.4pp | 9.42%+6.1pp | 41.45%-26.0pp |
| Employer contribution / active EE | $2,721 | $5,190-47.6% | $3,947-31.1% | $4,869-44.1% |
| Participant deferral / active EE | $1,783 | $4,969-64.1% | $3,930-54.6% | $5,287-66.3% |
| Admin fee / account holder | $87 | $8,625-99.0% | $6,418-98.6% | $10,132-99.1% |