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 | $7,330 | $107,934-93.2% | $91,989-92.0% | $152,861-95.2% |
| Participation rate | 75.0% | 81.2%-6.2pp | 78.6%-3.6pp | 82.4%-7.4pp |
| Annual return | 20.87% | 89.24%-68.4pp | 69.02%-48.1pp | 345.32%-324.4pp |
| Employer contribution / active EE | $2,127 | $4,210-49.5% | $3,452-38.4% | $4,762-55.3% |
| Participant deferral / active EE | $2,155 | $6,364-66.1% | $5,923-63.6% | $5,850-63.2% |
| Admin fee / account holder | $20 | $10,520-99.8% | $7,743-99.7% | $11,596-99.8% |