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 | $12,614 | $55,706-77.4% | $75,886-83.4% | $72,985-82.7% |
| Participation rate | 88.2% | 61.1%+27.1pp | 69.3%+19.0pp | 69.5%+18.7pp |
| Annual return | 35.81% | 27.59%+8.2pp | 30.76%+5.1pp | 81.00%-45.2pp |
| Employer contribution / active EE | $1,914 | $1,687+13.5% | $2,500-23.5% | $2,440-21.6% |
| Participant deferral / active EE | $3,240 | $2,634+23.0% | $3,603-10.1% | $3,607-10.2% |
| Admin fee / account holder | $43 | $3,978-98.9% | $5,418-99.2% | $5,124-99.2% |