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 5-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 | $15,408 | $163,101-90.6% | $136,749-88.7% | $142,382-89.2% |
| Participation rate | 90.0% | 78.2%+11.8pp | 72.1%+17.9pp | 80.1%+9.9pp |
| Annual return | 20.27% | 27.54%-7.3pp | 24.33%-4.1pp | 217.08%-196.8pp |
| Employer contribution / active EE | $892 | $4,117-78.3% | $3,400-73.8% | $4,299-79.2% |
| Participant deferral / active EE | $1,631 | $5,585-70.8% | $4,692-65.2% | $6,507-74.9% |
| Admin fee / account holder | $37 | $14,318-99.7% | $11,386-99.7% | $12,624-99.7% |