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 | $16,791 | $179,726-90.7% | $156,263-89.3% | $142,382-88.2% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 24.47% | 77.86%-53.4pp | 59.47%-35.0pp | 217.08%-192.6pp |
| Employer contribution / active EE | $2,370 | $5,069-53.3% | $4,333-45.3% | $4,299-44.9% |
| Participant deferral / active EE | $2,790 | $6,956-59.9% | $6,158-54.7% | $6,507-57.1% |
| Admin fee / account holder | $189 | $17,272-98.9% | $14,255-98.7% | $12,624-98.5% |