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 3-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 | $21,484 | $214,378-90.0% | $200,582-89.3% | $142,382-84.9% |
| Participation rate | 78.6% | 87.4%-8.9pp | 86.9%-8.3pp | 80.1%-1.5pp |
| Annual return | 24.92% | 46.41%-21.5pp | 42.33%-17.4pp | 217.08%-192.2pp |
| Employer contribution / active EE | $4,480 | $6,841-34.5% | $6,419-30.2% | $4,299+4.2% |
| Participant deferral / active EE | $6,463 | $9,865-34.5% | $9,331-30.7% | $6,507-0.7% |
| Admin fee / account holder | $183 | $17,692-99.0% | $16,305-98.9% | $12,624-98.6% |