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 | $9,422 | $78,422-88.0% | $95,952-90.2% | $79,858-88.2% |
| Participation rate | 74.3% | 73.5%+0.8pp | 77.1%-2.8pp | 69.6%+4.7pp |
| Annual return | 25.56% | 19.37%+6.2pp | 91.61%-66.0pp | 31.71%-6.2pp |
| Employer contribution / active EE | $1,200 | $1,945-38.3% | $2,541-52.8% | $2,471-51.4% |
| Participant deferral / active EE | $2,265 | $3,440-34.2% | $4,167-45.7% | $3,740-39.5% |
| Admin fee / account holder | $32 | $5,622-99.4% | $6,795-99.5% | $5,306-99.4% |