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 6-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 | $12,857 | $112,881-88.6% | $90,951-85.9% | $158,922-91.9% |
| Participation rate | 80.0% | 74.7%+5.3pp | 69.0%+11.0pp | 82.0%-2.0pp |
| Annual return | 28.87% | 215.79%-186.9pp | 134.60%-105.7pp | 302.83%-274.0pp |
| Employer contribution / active EE | $1,963 | $2,893-32.2% | $2,122-7.5% | $4,761-58.8% |
| Participant deferral / active EE | $2,526 | $4,128-38.8% | $3,373-25.1% | $5,982-57.8% |
| Admin fee / account holder | $155 | $8,041-98.1% | $5,959-97.4% | $11,246-98.6% |