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 | $13,807 | $215,361-93.6% | $171,082-91.9% | $273,961-95.0% |
| Participation rate | 73.7% | 82.0%-8.3pp | 76.7%-3.0pp | 83.0%-9.3pp |
| Annual return | 0.00% | 25.14%-25.1pp | 32.56%-32.6pp | 41.45%-41.5pp |
| Employer contribution / active EE | $526 | $4,967-89.4% | $4,002-86.8% | $4,869-89.2% |
| Participant deferral / active EE | $2,713 | $5,543-51.1% | $4,797-43.5% | $5,287-48.7% |
| Admin fee / account holder | $40 | $10,846-99.6% | $8,520-99.5% | $10,132-99.6% |