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 | $7,288 | $88,583-91.8% | $88,497-91.8% | $273,961-97.3% |
| Participation rate | 78.9% | 83.5%-4.5pp | 82.4%-3.5pp | 83.0%-4.1pp |
| Annual return | 8.09% | 5.68%+2.4pp | 7.63%+0.5pp | 41.45%-33.4pp |
| Employer contribution / active EE | $5,967 | $4,502+32.5% | $4,036+47.8% | $4,869+22.5% |
| Participant deferral / active EE | $0 | $4,891-100.0% | $4,899-100.0% | $5,287-100.0% |
| Admin fee / account holder | $115 | $8,980-98.7% | $6,220-98.2% | $10,132-98.9% |