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 | $6,654 | $140,940-95.3% | $112,229-94.1% | $139,434-95.2% |
| Participation rate | 90.0% | 79.2%+10.8pp | 72.4%+17.6pp | 80.3%+9.7pp |
| Annual return | 31.95% | 32.71%-0.8pp | 30.20%+1.8pp | 372.94%-341.0pp |
| Employer contribution / active EE | $1,714 | $4,283-60.0% | $3,430-50.0% | $4,751-63.9% |
| Participant deferral / active EE | $2,164 | $5,874-63.2% | $4,798-54.9% | $6,710-67.7% |
| Admin fee / account holder | $50 | $9,954-99.5% | $7,748-99.4% | $11,403-99.6% |