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 5-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 | $6,473 | $110,257-94.1% | $96,544-93.3% | $139,434-95.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 23.80% | 26.32%-2.5pp | 25.84%-2.0pp | 372.94%-349.1pp |
| Employer contribution / active EE | $1,827 | $3,620-49.5% | $2,965-38.4% | $4,751-61.6% |
| Participant deferral / active EE | $5,184 | $5,548-6.6% | $4,851+6.9% | $6,710-22.7% |
| Admin fee / account holder | $56 | $11,591-99.5% | $8,252-99.3% | $11,403-99.5% |