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 | $5,206 | $43,133-87.9% | $89,391-94.2% | $73,488-92.9% |
| Participation rate | 75.7% | 55.0%+20.7pp | 68.0%+7.7pp | 70.7%+5.0pp |
| Annual return | 26.39% | 135.66%-109.3pp | 245.62%-219.2pp | 28.51%-2.1pp |
| Employer contribution / active EE | $547 | $1,438-62.0% | $2,586-78.8% | $2,270-75.9% |
| Participant deferral / active EE | $941 | $2,445-61.5% | $3,890-75.8% | $3,740-74.8% |
| Admin fee / account holder | $267 | $444-39.9% | $4,881-94.5% | $513-48.0% |