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 4-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 | $15,153 | $124,425-87.8% | $112,040-86.5% | $137,256-89.0% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.5%+9.2pp | 80.0%+5.8pp |
| Annual return | 22.97% | 24.72%-1.7pp | 24.52%-1.5pp | 220.34%-197.4pp |
| Employer contribution / active EE | $1,375 | $3,411-59.7% | $2,954-53.4% | $4,156-66.9% |
| Participant deferral / active EE | $3,857 | $5,718-32.6% | $5,098-24.3% | $6,407-39.8% |
| Admin fee / account holder | $48 | $15,207-99.7% | $12,098-99.6% | $12,270-99.6% |