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 | $16,819 | $138,065-87.8% | $123,544-86.4% | $135,375-87.6% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -7.99% | 153.68%-161.7pp | 119.20%-127.2pp | 519.73%-527.7pp |
| Employer contribution / active EE | $1,661 | $5,151-67.8% | $4,628-64.1% | $4,779-65.2% |
| Participant deferral / active EE | $3,955 | $6,799-41.8% | $6,426-38.5% | $5,609-29.5% |
| Admin fee / account holder | $202 | $10,916-98.2% | $9,284-97.8% | $10,827-98.1% |