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 | $5,097 | $96,956-94.7% | $70,014-92.7% | $273,961-98.1% |
| Participation rate | 76.9% | 77.1%-0.1pp | 71.8%+5.1pp | 83.0%-6.1pp |
| Annual return | 15.77% | 12.93%+2.8pp | 12.99%+2.8pp | 41.45%-25.7pp |
| Employer contribution / active EE | $984 | $3,316-70.3% | $2,338-57.9% | $4,869-79.8% |
| Participant deferral / active EE | $1,215 | $3,744-67.5% | $2,931-58.5% | $5,287-77.0% |
| Admin fee / account holder | $122 | $7,934-98.5% | $4,380-97.2% | $10,132-98.8% |