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 | $13,556 | $86,929-84.4% | $102,423-86.8% | $80,856-83.2% |
| Participation rate | 88.2% | 72.4%+15.9pp | 76.5%+11.7pp | 67.6%+20.6pp |
| Annual return | 14.01% | 18.88%-4.9pp | 29.32%-15.3pp | 35.59%-21.6pp |
| Employer contribution / active EE | $1,946 | $2,369-17.9% | $3,023-35.6% | $2,755-29.4% |
| Participant deferral / active EE | $4,041 | $4,118-1.9% | $5,053-20.0% | $4,296-5.9% |
| Admin fee / account holder | $105 | $8,049-98.7% | $9,451-98.9% | $6,918-98.5% |