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 | $16,227 | $113,339-85.7% | $94,993-82.9% | $147,584-89.0% |
| Participation rate | 90.5% | 78.0%+12.5pp | 73.9%+16.6pp | 82.8%+7.6pp |
| Annual return | 18.47% | 20.77%-2.3pp | 27.12%-8.7pp | 578.55%-560.1pp |
| Employer contribution / active EE | $1,247 | $3,160-60.5% | $2,603-52.1% | $4,876-74.4% |
| Participant deferral / active EE | $3,961 | $3,777+4.9% | $3,317+19.4% | $5,439-27.2% |
| Admin fee / account holder | $113 | $6,063-98.1% | $4,960-97.7% | $10,885-99.0% |