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 | $13,911 | $53,777-74.1% | $134,143-89.6% | $79,858-82.6% |
| Participation rate | 91.7% | 58.8%+32.9pp | 72.2%+19.5pp | 69.6%+22.0pp |
| Annual return | 14.46% | 19.01%-4.6pp | 36.33%-21.9pp | 31.71%-17.3pp |
| Employer contribution / active EE | $446 | $1,321-66.3% | $3,704-88.0% | $2,471-82.0% |
| Participant deferral / active EE | $1,191 | $2,420-50.8% | $3,499-66.0% | $3,740-68.2% |
| Admin fee / account holder | $159 | $3,984-96.0% | $6,684-97.6% | $5,306-97.0% |