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 | $9,751 | $43,327-77.5% | $59,878-83.7% | $64,186-84.8% |
| Participation rate | 83.3% | 69.2%+14.2pp | 74.7%+8.6pp | 69.6%+13.8pp |
| Annual return | 9.93% | -1.55%+11.5pp | 3.46%+6.5pp | 7.63%+2.3pp |
| Employer contribution / active EE | $763 | $2,028-62.4% | $2,722-72.0% | $2,381-68.0% |
| Participant deferral / active EE | $1,079 | $2,546-57.6% | $3,402-68.3% | $3,470-68.9% |
| Admin fee / account holder | $190 | $3,005-93.7% | $3,590-94.7% | $4,888-96.1% |