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 | $6,245 | $101,069-93.8% | $81,478-92.3% | $147,584-95.8% |
| Participation rate | 72.7% | 74.5%-1.7pp | 68.0%+4.8pp | 82.8%-10.1pp |
| Annual return | 44.43% | 32.40%+12.0pp | 38.78%+5.6pp | 578.55%-534.1pp |
| Employer contribution / active EE | $1,102 | $3,205-65.6% | $2,568-57.1% | $4,876-77.4% |
| Participant deferral / active EE | $1,448 | $4,242-65.9% | $3,537-59.1% | $5,439-73.4% |
| Admin fee / account holder | $10 | $5,812-99.8% | $4,561-99.8% | $10,885-99.9% |