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 | $19,644 | $89,355-78.0% | $141,162-86.1% | $72,985-73.1% |
| Participation rate | 97.1% | 75.1%+22.0pp | 82.5%+14.7pp | 69.5%+27.7pp |
| Annual return | 26.03% | 111.85%-85.8pp | 71.39%-45.4pp | 81.00%-55.0pp |
| Employer contribution / active EE | $2,500 | $3,114-19.7% | $4,735-47.2% | $2,440+2.5% |
| Participant deferral / active EE | $3,166 | $5,418-41.6% | $6,709-52.8% | $3,607-12.2% |
| Admin fee / account holder | $253 | $5,958-95.8% | $10,261-97.5% | $5,124-95.1% |