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 | $4,494 | $39,122-88.5% | $57,179-92.1% | $62,891-92.9% |
| Participation rate | 98.2% | 70.5%+27.7pp | 75.3%+22.9pp | 69.3%+28.9pp |
| Annual return | 39.37% | 9.23%+30.1pp | 14.59%+24.8pp | 20.14%+19.2pp |
| Employer contribution / active EE | $1,095 | $1,874-41.6% | $2,682-59.2% | $2,281-52.0% |
| Participant deferral / active EE | $2,033 | $2,374-14.3% | $3,096-34.3% | $3,203-36.5% |
| Admin fee / account holder | $228 | $2,592-91.2% | $3,139-92.7% | $4,296-94.7% |