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 7-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 | $11,283 | $71,883-84.3% | $86,677-87.0% | $68,494-83.5% |
| Participation rate | 93.0% | 72.2%+20.8pp | 76.6%+16.4pp | 67.9%+25.1pp |
| Annual return | -16.32% | 3.52%-19.8pp | 35.91%-52.2pp | -7.84%-8.5pp |
| Employer contribution / active EE | $1,656 | $2,173-23.8% | $2,836-41.6% | $2,596-36.2% |
| Participant deferral / active EE | $4,130 | $3,779+9.3% | $4,656-11.3% | $4,027+2.5% |
| Admin fee / account holder | $245 | $6,112-96.0% | $7,493-96.7% | $5,403-95.5% |