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 | $13,125 | $117,841-88.9% | $102,423-87.2% | $145,922-91.0% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 17.39% | 31.65%-14.3pp | 29.32%-11.9pp | 561.29%-543.9pp |
| Employer contribution / active EE | $2,679 | $3,615-25.9% | $3,023-11.4% | $4,660-42.5% |
| Participant deferral / active EE | $3,848 | $5,731-32.9% | $5,053-23.8% | $6,688-42.5% |
| Admin fee / account holder | $19 | $13,326-99.9% | $9,451-99.8% | $13,397-99.9% |