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 4-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 | $7,110 | $74,927-90.5% | $101,794-93.0% | $84,808-91.6% |
| Participation rate | 89.7% | 61.4%+28.3pp | 69.2%+20.5pp | 68.3%+21.3pp |
| Annual return | 22.88% | 18.70%+4.2pp | 30.53%-7.6pp | 40.90%-18.0pp |
| Employer contribution / active EE | $680 | $1,522-55.3% | $2,289-70.3% | $2,631-74.2% |
| Participant deferral / active EE | $2,496 | $3,099-19.5% | $4,084-38.9% | $4,212-40.7% |
| Admin fee / account holder | $278 | $6,514-95.7% | $8,777-96.8% | $7,344-96.2% |