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 | $9,921 | $106,515-90.7% | $96,683-89.7% | $139,434-92.9% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 25.10% | 38.43%-13.3pp | 35.69%-10.6pp | 372.94%-347.8pp |
| Employer contribution / active EE | $2,097 | $4,103-48.9% | $3,737-43.9% | $4,751-55.9% |
| Participant deferral / active EE | $2,719 | $5,454-50.2% | $4,878-44.3% | $6,710-59.5% |
| Admin fee / account holder | $103 | $7,877-98.7% | $6,730-98.5% | $11,403-99.1% |