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 5-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 | $15,489 | $185,822-91.7% | $169,993-90.9% | $139,434-88.9% |
| Participation rate | 90.9% | 87.8%+3.2pp | 87.0%+3.9pp | 80.3%+10.6pp |
| Annual return | 32.30% | 60.50%-28.2pp | 53.37%-21.1pp | 372.94%-340.6pp |
| Employer contribution / active EE | $3,074 | $7,590-59.5% | $6,785-54.7% | $4,751-35.3% |
| Participant deferral / active EE | $3,741 | $11,622-67.8% | $10,408-64.1% | $6,710-44.3% |
| Admin fee / account holder | $25 | $15,381-99.8% | $12,815-99.8% | $11,403-99.8% |