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 | $20,025 | $112,096-82.1% | $95,952-79.1% | $158,922-87.4% |
| Participation rate | 71.4% | 79.0%-7.5pp | 77.1%-5.6pp | 82.0%-10.5pp |
| Annual return | 16.18% | 171.09%-154.9pp | 91.61%-75.4pp | 302.83%-286.6pp |
| Employer contribution / active EE | $1,165 | $3,198-63.6% | $2,541-54.2% | $4,761-75.5% |
| Participant deferral / active EE | $1,662 | $4,784-65.3% | $4,167-60.1% | $5,982-72.2% |
| Admin fee / account holder | $248 | $10,130-97.6% | $6,795-96.4% | $11,246-97.8% |