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 | $4,531 | $57,016-92.1% | $84,966-94.7% | $80,856-94.4% |
| Participation rate | 82.7% | 56.3%+26.3pp | 67.5%+15.2pp | 67.6%+15.1pp |
| Annual return | 21.52% | 21.66%-0.1pp | 66.38%-44.9pp | 35.59%-14.1pp |
| Employer contribution / active EE | $892 | $1,798-50.4% | $2,727-67.3% | $2,755-67.6% |
| Participant deferral / active EE | $1,699 | $3,110-45.4% | $4,519-62.4% | $4,296-60.4% |
| Admin fee / account holder | $155 | $4,980-96.9% | $6,149-97.5% | $6,918-97.8% |