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 10-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 | $11,194 | $117,381-90.5% | $99,443-88.7% | $152,861-92.7% |
| Participation rate | 83.3% | 77.5%+5.8pp | 73.8%+9.5pp | 82.4%+0.9pp |
| Annual return | 22.02% | 31.87%-9.8pp | 30.72%-8.7pp | 345.32%-323.3pp |
| Employer contribution / active EE | $734 | $3,013-75.6% | $2,540-71.1% | $4,762-84.6% |
| Participant deferral / active EE | $2,035 | $4,086-50.2% | $3,619-43.8% | $5,850-65.2% |
| Admin fee / account holder | $20 | $7,631-99.7% | $6,250-99.7% | $11,596-99.8% |