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 | $14,694 | $118,450-87.6% | $98,439-85.1% | $139,434-89.5% |
| Participation rate | 71.4% | 77.4%-6.0pp | 75.2%-3.7pp | 80.3%-8.9pp |
| Annual return | 25.72% | 18.94%+6.8pp | 21.16%+4.6pp | 372.94%-347.2pp |
| Employer contribution / active EE | $1,223 | $3,609-66.1% | $3,048-59.9% | $4,751-74.3% |
| Participant deferral / active EE | $3,381 | $5,392-37.3% | $4,738-28.6% | $6,710-49.6% |
| Admin fee / account holder | $115 | $14,026-99.2% | $8,948-98.7% | $11,403-99.0% |