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 | $21,556 | $109,413-80.3% | $156,263-86.2% | $84,808-74.6% |
| Participation rate | 80.3% | 72.7%+7.6pp | 78.9%+1.4pp | 68.3%+12.0pp |
| Annual return | 75.52% | 20.18%+55.3pp | 59.47%+16.0pp | 40.90%+34.6pp |
| Employer contribution / active EE | $1,428 | $2,907-50.9% | $4,333-67.0% | $2,631-45.7% |
| Participant deferral / active EE | $2,868 | $4,590-37.5% | $6,158-53.4% | $4,212-31.9% |
| Admin fee / account holder | $237 | $9,357-97.5% | $14,255-98.3% | $7,344-96.8% |