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 | $12,195 | $148,534-91.8% | $135,903-91.0% | $139,434-91.3% |
| Participation rate | 87.0% | 83.9%+3.1pp | 81.9%+5.0pp | 80.3%+6.6pp |
| Annual return | 28.57% | 79.19%-50.6pp | 68.23%-39.7pp | 372.94%-344.4pp |
| Employer contribution / active EE | $1,903 | $5,243-63.7% | $4,856-60.8% | $4,751-59.9% |
| Participant deferral / active EE | $3,387 | $8,100-58.2% | $7,758-56.3% | $6,710-49.5% |
| Admin fee / account holder | $18 | $12,400-99.9% | $10,762-99.8% | $11,403-99.8% |