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 | $5,696 | $86,286-93.4% | $111,297-94.9% | $85,850-93.4% |
| Participation rate | 96.8% | 73.3%+23.4pp | 77.3%+19.5pp | 69.3%+27.5pp |
| Annual return | 19.19% | 19.99%-0.8pp | 54.65%-35.5pp | 318.53%-299.3pp |
| Employer contribution / active EE | $1,076 | $2,043-47.3% | $2,731-60.6% | $2,565-58.1% |
| Participant deferral / active EE | $2,287 | $3,641-37.2% | $4,487-49.0% | $3,952-42.1% |
| Admin fee / account holder | $73 | $8,188-99.1% | $7,964-99.1% | $6,260-98.8% |