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 | $5,282 | $90,503-94.2% | $78,689-93.3% | $273,961-98.1% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 10.32% | 75.60%-65.3pp | 62.18%-51.9pp | 41.45%-31.1pp |
| Employer contribution / active EE | $1,545 | $3,176-51.4% | $2,851-45.8% | $4,869-68.3% |
| Participant deferral / active EE | $1,545 | $3,901-60.4% | $3,517-56.1% | $5,287-70.8% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |