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 3-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 | $14,180 | $165,984-91.5% | $164,813-91.4% | $145,922-90.3% |
| Participation rate | 73.7% | 82.0%-8.3pp | 78.6%-4.9pp | 80.3%-6.6pp |
| Annual return | 13.67% | 100.03%-86.4pp | 69.93%-56.3pp | 561.29%-547.6pp |
| Employer contribution / active EE | $2,067 | $5,273-60.8% | $4,341-52.4% | $4,660-55.6% |
| Participant deferral / active EE | $3,914 | $6,959-43.8% | $6,031-35.1% | $6,688-41.5% |
| Admin fee / account holder | $210 | $16,648-98.7% | $12,690-98.3% | $13,397-98.4% |