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 | $27,287 | $180,449-84.9% | $154,107-82.3% | $135,375-79.8% |
| Participation rate | 85.0% | 87.4%-2.4pp | 83.0%+2.0pp | 82.6%+2.4pp |
| Annual return | -8.62% | 888.09%-896.7pp | 735.12%-743.7pp | 519.73%-528.4pp |
| Employer contribution / active EE | $1,646 | $6,035-72.7% | $5,298-68.9% | $4,779-65.6% |
| Participant deferral / active EE | $4,801 | $5,806-17.3% | $5,081-5.5% | $5,609-14.4% |
| Admin fee / account holder | $271 | $16,143-98.3% | $13,411-98.0% | $10,827-97.5% |