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 8-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 | $13,537 | $115,770-88.3% | $101,248-86.6% | $158,922-91.5% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 26.35% | 56.14%-29.8pp | 46.47%-20.1pp | 302.83%-276.5pp |
| Employer contribution / active EE | $1,806 | $4,175-56.7% | $3,660-50.6% | $4,761-62.1% |
| Participant deferral / active EE | $2,914 | $4,957-41.2% | $4,370-33.3% | $5,982-51.3% |
| Admin fee / account holder | $19 | $7,245-99.7% | $5,945-99.7% | $11,246-99.8% |