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 | $10,238 | $47,944-78.6% | $67,834-84.9% | $62,891-83.7% |
| Participation rate | 70.6% | 61.1%+9.5pp | 68.8%+1.8pp | 69.3%+1.3pp |
| Annual return | 11.17% | 11.77%-0.6pp | 138.47%-127.3pp | 20.14%-9.0pp |
| Employer contribution / active EE | $1,385 | $1,562-11.3% | $2,403-42.4% | $2,281-39.3% |
| Participant deferral / active EE | $2,450 | $2,247+9.1% | $3,160-22.4% | $3,203-23.5% |
| Admin fee / account holder | $300 | $3,712-91.9% | $4,622-93.5% | $4,296-93.0% |