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 | $20,676 | $76,552-73.0% | $123,892-83.3% | $62,891-67.1% |
| Participation rate | 71.4% | 73.0%-1.6pp | 81.4%-10.0pp | 69.3%+2.1pp |
| Annual return | 9.12% | 18.68%-9.6pp | 47.52%-38.4pp | 20.14%-11.0pp |
| Employer contribution / active EE | $2,870 | $2,883-0.4% | $4,617-37.8% | $2,281+25.8% |
| Participant deferral / active EE | $4,621 | $4,840-4.5% | $5,984-22.8% | $3,203+44.3% |
| Admin fee / account holder | $89 | $4,826-98.2% | $8,357-98.9% | $4,296-97.9% |