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 4-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 | $6,863 | $114,381-94.0% | $107,525-93.6% | $142,382-95.2% |
| Participation rate | 78.6% | 78.1%+0.4pp | 75.1%+3.5pp | 80.1%-1.5pp |
| Annual return | 16.28% | 242.71%-226.4pp | 181.32%-165.0pp | 217.08%-200.8pp |
| Employer contribution / active EE | $1,094 | $4,015-72.8% | $3,754-70.9% | $4,299-74.6% |
| Participant deferral / active EE | $1,842 | $5,564-66.9% | $5,116-64.0% | $6,507-71.7% |
| Admin fee / account holder | $130 | $9,860-98.7% | $8,919-98.5% | $12,624-99.0% |