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 | $9,059 | $74,927-87.9% | $101,794-91.1% | $84,808-89.3% |
| Participation rate | 93.8% | 61.4%+32.3pp | 69.2%+24.6pp | 68.3%+25.4pp |
| Annual return | 30.84% | 18.70%+12.1pp | 30.53%+0.3pp | 40.90%-10.1pp |
| Employer contribution / active EE | $1,478 | $1,522-2.9% | $2,289-35.4% | $2,631-43.8% |
| Participant deferral / active EE | $3,612 | $3,099+16.5% | $4,084-11.6% | $4,212-14.2% |
| Admin fee / account holder | $218 | $6,514-96.7% | $8,777-97.5% | $7,344-97.0% |