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 | $9,008 | $148,534-93.9% | $135,903-93.4% | $139,434-93.5% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 34.97% | 79.19%-44.2pp | 68.23%-33.3pp | 372.94%-338.0pp |
| Employer contribution / active EE | $1,847 | $5,243-64.8% | $4,856-62.0% | $4,751-61.1% |
| Participant deferral / active EE | $2,953 | $8,100-63.5% | $7,758-61.9% | $6,710-56.0% |
| Admin fee / account holder | $13 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |