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 | $34,611 | $100,041-65.4% | $149,718-76.9% | $70,131-50.6% |
| Participation rate | 95.7% | 83.6%+12.2pp | 87.1%+8.7pp | 69.5%+26.2pp |
| Annual return | 19.34% | 27.43%-8.1pp | 1501.63%-1482.3pp | 73.14%-53.8pp |
| Employer contribution / active EE | $2,372 | $3,662-35.2% | $5,445-56.4% | $2,342+1.3% |
| Participant deferral / active EE | $6,399 | $4,983+28.4% | $6,569-2.6% | $3,332+92.1% |
| Admin fee / account holder | $172 | $8,286-97.9% | $11,283-98.5% | $4,645-96.3% |