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 | $35,671 | $439,512-91.9% | $439,512-91.9% | $286,844-87.6% |
| Participation rate | 100.0% | 39.3%+60.7pp | 26.8%+73.2pp | 37.6%+62.4pp |
| Annual return | 17.19% | 8.27%+8.9pp | 9.07%+8.1pp | 9.30%+7.9pp |
| Employer contribution / active EE | $1,942 | $52,249-96.3% | $46,116-95.8% | $43,742-95.6% |
| Participant deferral / active EE | $480 | $104+363.6% | $107+346.9% | $83+480.3% |
| Admin fee / account holder | $60 | $147,323-100.0% | $147,323-100.0% | $12,596-99.5% |