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 8-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 | $8,531 | $103,376-91.7% | $87,100-90.2% | $152,861-94.4% |
| Participation rate | 77.3% | 79.3%-2.1pp | 76.9%+0.4pp | 82.4%-5.2pp |
| Annual return | 31.06% | 28.10%+3.0pp | 28.19%+2.9pp | 345.32%-314.3pp |
| Employer contribution / active EE | $1,387 | $3,220-56.9% | $2,521-45.0% | $4,762-70.9% |
| Participant deferral / active EE | $2,840 | $4,778-40.6% | $4,049-29.8% | $5,850-51.5% |
| Admin fee / account holder | $44 | $12,205-99.6% | $7,497-99.4% | $11,596-99.6% |