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 | $11,604 | $56,277-79.4% | $80,975-85.7% | $62,891-81.5% |
| Participation rate | 86.8% | 69.0%+17.9pp | 75.8%+11.0pp | 69.3%+17.5pp |
| Annual return | 31.33% | 22.12%+9.2pp | 17.10%+14.2pp | 20.14%+11.2pp |
| Employer contribution / active EE | $1,727 | $1,943-11.1% | $3,714-53.5% | $2,281-24.3% |
| Participant deferral / active EE | $3,622 | $4,195-13.7% | $5,696-36.4% | $3,203+13.1% |
| Admin fee / account holder | $55 | $3,741-98.5% | $5,516-99.0% | $4,296-98.7% |