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 | $23,658 | $198,466-88.1% | $170,442-86.1% | $147,584-84.0% |
| Participation rate | 81.8% | 88.0%-6.1pp | 83.6%-1.8pp | 82.8%-1.0pp |
| Annual return | 37.91% | 257.29%-219.4pp | 205.93%-168.0pp | 578.55%-540.6pp |
| Employer contribution / active EE | $3,816 | $6,184-38.3% | $5,433-29.8% | $4,876-21.7% |
| Participant deferral / active EE | $8,939 | $5,629+58.8% | $4,939+81.0% | $5,439+64.4% |
| Admin fee / account holder | $192 | $16,852-98.9% | $13,880-98.6% | $10,885-98.2% |