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 5-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 | $7,814 | $106,515-92.7% | $96,683-91.9% | $139,434-94.4% |
| Participation rate | 84.6% | 77.8%+6.8pp | 74.3%+10.3pp | 80.3%+4.3pp |
| Annual return | 26.71% | 38.43%-11.7pp | 35.69%-9.0pp | 372.94%-346.2pp |
| Employer contribution / active EE | $894 | $4,103-78.2% | $3,737-76.1% | $4,751-81.2% |
| Participant deferral / active EE | $1,389 | $5,454-74.5% | $4,878-71.5% | $6,710-79.3% |
| Admin fee / account holder | $70 | $7,877-99.1% | $6,730-99.0% | $11,403-99.4% |