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 | $24,176 | $152,587-84.2% | $125,175-80.7% | $152,861-84.2% |
| Participation rate | 81.3% | 83.3%-2.1pp | 79.8%+1.5pp | 82.4%-1.2pp |
| Annual return | 23.79% | 54.84%-31.1pp | 43.79%-20.0pp | 345.32%-321.5pp |
| Employer contribution / active EE | $2,015 | $4,946-59.3% | $3,865-47.9% | $4,762-57.7% |
| Participant deferral / active EE | $3,202 | $5,868-45.4% | $4,937-35.1% | $5,850-45.3% |
| Admin fee / account holder | $19 | $13,434-99.9% | $9,702-99.8% | $11,596-99.8% |