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 | $9,990 | $95,803-89.6% | $113,168-91.2% | $84,808-88.2% |
| Participation rate | 79.4% | 72.9%+6.5pp | 76.6%+2.8pp | 68.3%+11.1pp |
| Annual return | 18.19% | 25.00%-6.8pp | 24.27%-6.1pp | 40.90%-22.7pp |
| Employer contribution / active EE | $1,367 | $2,360-42.1% | $2,975-54.0% | $2,631-48.0% |
| Participant deferral / active EE | $1,993 | $4,242-53.0% | $5,107-61.0% | $4,212-52.7% |
| Admin fee / account holder | $6 | $8,989-99.9% | $12,068-100.0% | $7,344-99.9% |