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 3-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 | $11,615 | $177,572-93.5% | $154,803-92.5% | $142,382-91.8% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 27.81% | 65.07%-37.3pp | 58.88%-31.1pp | 217.08%-189.3pp |
| Employer contribution / active EE | $1,539 | $4,810-68.0% | $4,305-64.3% | $4,299-64.2% |
| Participant deferral / active EE | $3,784 | $6,272-39.7% | $5,540-31.7% | $6,507-41.9% |
| Admin fee / account holder | $10 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |