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 | $11,603 | $175,202-93.4% | $149,673-92.2% | $139,434-91.7% |
| Participation rate | 76.9% | 83.4%-6.5pp | 78.8%-1.8pp | 80.3%-3.4pp |
| Annual return | 31.54% | 166.71%-135.2pp | 134.42%-102.9pp | 372.94%-341.4pp |
| Employer contribution / active EE | $2,842 | $5,474-48.1% | $4,818-41.0% | $4,751-40.2% |
| Participant deferral / active EE | $4,294 | $6,519-34.1% | $5,680-24.4% | $6,710-36.0% |
| Admin fee / account holder | $208 | $16,150-98.7% | $13,210-98.4% | $11,403-98.2% |