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 | $15,182 | $89,355-83.0% | $141,162-89.2% | $72,985-79.2% |
| Participation rate | 88.5% | 75.1%+13.3pp | 82.5%+6.0pp | 69.5%+19.0pp |
| Annual return | 33.00% | 111.85%-78.9pp | 71.39%-38.4pp | 81.00%-48.0pp |
| Employer contribution / active EE | $1,802 | $3,114-42.2% | $4,735-62.0% | $2,440-26.2% |
| Participant deferral / active EE | $4,318 | $5,418-20.3% | $6,709-35.6% | $3,607+19.7% |
| Admin fee / account holder | $228 | $5,958-96.2% | $10,261-97.8% | $5,124-95.5% |