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 | $15,017 | $105,859-85.8% | $90,160-83.3% | $147,584-89.8% |
| Participation rate | 88.9% | 79.7%+9.2pp | 76.9%+12.0pp | 82.8%+6.1pp |
| Annual return | 21.53% | 37.63%-16.1pp | 34.88%-13.4pp | 578.55%-557.0pp |
| Employer contribution / active EE | $2,487 | $4,126-39.7% | $3,318-25.0% | $4,876-49.0% |
| Participant deferral / active EE | $7,375 | $5,733+28.6% | $5,288+39.5% | $5,439+35.6% |
| Admin fee / account holder | $113 | $8,046-98.6% | $5,943-98.1% | $10,885-99.0% |