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 | $5,432 | $111,754-95.1% | $103,333-94.7% | $145,922-96.3% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 12.89% | 24.77%-11.9pp | 24.88%-12.0pp | 561.29%-548.4pp |
| Employer contribution / active EE | $1,580 | $4,212-62.5% | $3,868-59.2% | $4,660-66.1% |
| Participant deferral / active EE | $1,580 | $5,619-71.9% | $5,057-68.8% | $6,688-76.4% |
| Admin fee / account holder | $99 | $9,750-99.0% | $8,355-98.8% | $13,397-99.3% |