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 | $12,106 | $90,503-86.6% | $78,689-84.6% | $273,961-95.6% |
| Participation rate | 93.3% | 76.5%+16.8pp | 73.6%+19.8pp | 83.0%+10.3pp |
| Annual return | 10.41% | 75.60%-65.2pp | 62.18%-51.8pp | 41.45%-31.0pp |
| Employer contribution / active EE | $1,526 | $3,176-51.9% | $2,851-46.5% | $4,869-68.7% |
| Participant deferral / active EE | $4,040 | $3,901+3.6% | $3,517+14.9% | $5,287-23.6% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |