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 4-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 | $17,258 | $175,202-90.1% | $149,673-88.5% | $139,434-87.6% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 33.32% | 166.71%-133.4pp | 134.42%-101.1pp | 372.94%-339.6pp |
| Employer contribution / active EE | $1,781 | $5,474-67.5% | $4,818-63.0% | $4,751-62.5% |
| Participant deferral / active EE | $5,526 | $6,519-15.2% | $5,680-2.7% | $6,710-17.6% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |