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 | $27,490 | $181,894-84.9% | $156,549-82.4% | $273,961-90.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.33% | 30.74%-20.4pp | 32.23%-21.9pp | 41.45%-31.1pp |
| Employer contribution / active EE | $2,926 | $6,248-53.2% | $5,501-46.8% | $4,869-39.9% |
| Participant deferral / active EE | $6,421 | $5,550+15.7% | $4,871+31.8% | $5,287+21.5% |
| Admin fee / account holder | $117 | $15,559-99.3% | $13,027-99.1% | $10,132-98.9% |