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 | $10,195 | $77,634-86.9% | $156,549-93.5% | $62,891-83.8% |
| Participation rate | 85.2% | 71.2%+14.0pp | 84.0%+1.2pp | 69.3%+15.9pp |
| Annual return | 230.83% | 50.32%+180.5pp | 32.23%+198.6pp | 20.14%+210.7pp |
| Employer contribution / active EE | $742 | $3,444-78.4% | $5,501-86.5% | $2,281-67.5% |
| Participant deferral / active EE | $3,849 | $3,045+26.4% | $4,871-21.0% | $3,203+20.2% |
| Admin fee / account holder | $24 | $5,561-99.6% | $13,027-99.8% | $4,296-99.4% |