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 | $10,023 | $159,602-93.7% | $150,045-93.3% | $142,382-93.0% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.3%+2.3pp | 80.1%+4.5pp |
| Annual return | 22.46% | 70.24%-47.8pp | 62.55%-40.1pp | 217.08%-194.6pp |
| Employer contribution / active EE | $1,151 | $4,961-76.8% | $4,693-75.5% | $4,299-73.2% |
| Participant deferral / active EE | $2,977 | $8,310-64.2% | $7,997-62.8% | $6,507-54.2% |
| Admin fee / account holder | $266 | $14,846-98.2% | $13,435-98.0% | $12,624-97.9% |