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 5-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 | $17,026 | $74,927-77.3% | $101,794-83.3% | $84,808-79.9% |
| Participation rate | 96.0% | 61.4%+34.6pp | 69.2%+26.8pp | 68.3%+27.7pp |
| Annual return | 21.30% | 18.70%+2.6pp | 30.53%-9.2pp | 40.90%-19.6pp |
| Employer contribution / active EE | $3,696 | $1,522+142.9% | $2,289+61.5% | $2,631+40.5% |
| Participant deferral / active EE | $1,562 | $3,099-49.6% | $4,084-61.8% | $4,212-62.9% |
| Admin fee / account holder | $227 | $6,514-96.5% | $8,777-97.4% | $7,344-96.9% |