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 10-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 | $16,072 | $88,707-81.9% | $74,183-78.3% | $273,961-94.1% |
| Participation rate | 78.3% | 79.4%-1.2pp | 76.6%+1.6pp | 83.0%-4.8pp |
| Annual return | 4.60% | 11.94%-7.3pp | 17.74%-13.1pp | 41.45%-36.9pp |
| Employer contribution / active EE | $1,027 | $3,159-67.5% | $2,370-56.7% | $4,869-78.9% |
| Participant deferral / active EE | $1,781 | $4,212-57.7% | $3,550-49.8% | $5,287-66.3% |
| Admin fee / account holder | $74 | $8,717-99.2% | $5,586-98.7% | $10,132-99.3% |