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 | $21,418 | $214,378-90.0% | $200,582-89.3% | $142,382-85.0% |
| Participation rate | 71.4% | 87.4%-16.0pp | 86.9%-15.5pp | 80.1%-8.7pp |
| Annual return | 16.63% | 46.41%-29.8pp | 42.33%-25.7pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,545 | $6,841-77.4% | $6,419-75.9% | $4,299-64.1% |
| Participant deferral / active EE | $3,983 | $9,865-59.6% | $9,331-57.3% | $6,507-38.8% |
| Admin fee / account holder | $237 | $17,692-98.7% | $16,305-98.5% | $12,624-98.1% |