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 6-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 | $9,952 | $172,111-94.2% | $150,298-93.4% | $137,256-92.7% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 22.49% | 69.37%-46.9pp | 62.79%-40.3pp | 220.34%-197.9pp |
| Employer contribution / active EE | $2,679 | $4,636-42.2% | $4,154-35.5% | $4,156-35.6% |
| Participant deferral / active EE | $2,934 | $6,166-52.4% | $5,453-46.2% | $6,407-54.2% |
| Admin fee / account holder | $45 | $16,471-99.7% | $14,116-99.7% | $12,270-99.6% |