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 | $20,635 | $101,724-79.7% | $164,813-87.5% | $80,856-74.5% |
| Participation rate | 76.0% | 71.8%+4.2pp | 78.6%-2.6pp | 67.6%+8.4pp |
| Annual return | 21.82% | 16.72%+5.1pp | 69.93%-48.1pp | 35.59%-13.8pp |
| Employer contribution / active EE | $2,063 | $2,953-30.1% | $4,341-52.5% | $2,755-25.1% |
| Participant deferral / active EE | $2,633 | $4,477-41.2% | $6,031-56.3% | $4,296-38.7% |
| Admin fee / account holder | $242 | $8,227-97.1% | $12,690-98.1% | $6,918-96.5% |