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 3-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 | $15,797 | $192,717-91.8% | $142,449-88.9% | $139,434-88.7% |
| Participation rate | 71.4% | 81.5%-10.0pp | 76.8%-5.4pp | 80.3%-8.9pp |
| Annual return | 25.40% | 17.99%+7.4pp | 19.99%+5.4pp | 372.94%-347.5pp |
| Employer contribution / active EE | $1,896 | $5,806-67.3% | $4,847-60.9% | $4,751-60.1% |
| Participant deferral / active EE | $2,453 | $7,208-66.0% | $6,283-61.0% | $6,710-63.4% |
| Admin fee / account holder | $105 | $15,124-99.3% | $10,011-98.9% | $11,403-99.1% |