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 | $18,841 | $113,339-83.4% | $94,993-80.2% | $147,584-87.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 14.20% | 20.77%-6.6pp | 27.12%-12.9pp | 578.55%-564.3pp |
| Employer contribution / active EE | $5,981 | $3,160+89.2% | $2,603+129.7% | $4,876+22.6% |
| Participant deferral / active EE | $3,547 | $3,777-6.1% | $3,317+6.9% | $5,439-34.8% |
| Admin fee / account holder | $152 | $6,063-97.5% | $4,960-96.9% | $10,885-98.6% |