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 | $14,467 | $106,749-86.4% | $145,433-90.1% | $82,448-82.5% |
| Participation rate | 76.0% | 75.6%+0.4pp | 82.1%-6.1pp | 68.1%+7.9pp |
| Annual return | 26.63% | 27.59%-1.0pp | 66.58%-39.9pp | 41.64%-15.0pp |
| Employer contribution / active EE | $1,645 | $3,444-52.2% | $4,554-63.9% | $2,551-35.5% |
| Participant deferral / active EE | $3,900 | $6,519-40.2% | $7,897-50.6% | $4,139-5.8% |
| Admin fee / account holder | $242 | $8,390-97.1% | $13,129-98.2% | $7,234-96.7% |