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 | $10,370 | $163,101-93.6% | $136,749-92.4% | $142,382-92.7% |
| Participation rate | 75.0% | 78.2%-3.2pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 28.35% | 27.54%+0.8pp | 24.33%+4.0pp | 217.08%-188.7pp |
| Employer contribution / active EE | $2,056 | $4,117-50.1% | $3,400-39.5% | $4,299-52.2% |
| Participant deferral / active EE | $2,434 | $5,585-56.4% | $4,692-48.1% | $6,507-62.6% |
| Admin fee / account holder | $20 | $14,318-99.9% | $11,386-99.8% | $12,624-99.8% |