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 | $10,761 | $76,552-85.9% | $123,892-91.3% | $62,891-82.9% |
| Participation rate | 75.7% | 73.0%+2.7pp | 81.4%-5.7pp | 69.3%+6.4pp |
| Annual return | 46.59% | 18.68%+27.9pp | 47.52%-0.9pp | 20.14%+26.4pp |
| Employer contribution / active EE | $2,450 | $2,883-15.0% | $4,617-46.9% | $2,281+7.4% |
| Participant deferral / active EE | $3,822 | $4,840-21.0% | $5,984-36.1% | $3,203+19.3% |
| Admin fee / account holder | $211 | $4,826-95.6% | $8,357-97.5% | $4,296-95.1% |