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 | $10,940 | $110,257-90.1% | $96,544-88.7% | $139,434-92.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 16.60% | 26.32%-9.7pp | 25.84%-9.2pp | 372.94%-356.3pp |
| Employer contribution / active EE | $1,158 | $3,620-68.0% | $2,965-60.9% | $4,751-75.6% |
| Participant deferral / active EE | $3,160 | $5,548-43.0% | $4,851-34.9% | $6,710-52.9% |
| Admin fee / account holder | $240 | $11,591-97.9% | $8,252-97.1% | $11,403-97.9% |