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 | $7,070 | $110,261-93.6% | $95,745-92.6% | $139,434-94.9% |
| Participation rate | 75.0% | 75.8%-0.8pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 21.15% | 27.11%-6.0pp | 28.35%-7.2pp | 372.94%-351.8pp |
| Employer contribution / active EE | $1,609 | $3,257-50.6% | $2,835-43.3% | $4,751-66.1% |
| Participant deferral / active EE | $3,770 | $4,676-19.4% | $4,245-11.2% | $6,710-43.8% |
| Admin fee / account holder | $192 | $6,613-97.1% | $5,678-96.6% | $11,403-98.3% |