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 7-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 | $17,580 | $165,335-89.4% | $149,696-88.3% | $158,922-88.9% |
| Participation rate | 70.0% | 84.6%-14.6pp | 82.5%-12.5pp | 82.0%-12.0pp |
| Annual return | 24.41% | 348.15%-323.7pp | 276.60%-252.2pp | 302.83%-278.4pp |
| Employer contribution / active EE | $1,461 | $5,103-71.4% | $4,644-68.5% | $4,761-69.3% |
| Participant deferral / active EE | $2,354 | $7,181-67.2% | $6,842-65.6% | $5,982-60.7% |
| Admin fee / account holder | $261 | $10,807-97.6% | $9,309-97.2% | $11,246-97.7% |