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 | $3,042 | $80,717-96.2% | $154,803-98.0% | $84,808-96.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 33.76% | 37.96%-4.2pp | 58.88%-25.1pp | 40.90%-7.1pp |
| Employer contribution / active EE | $711 | $2,761-74.3% | $4,305-83.5% | $2,631-73.0% |
| Participant deferral / active EE | $1,701 | $3,303-48.5% | $5,540-69.3% | $4,212-59.6% |
| Admin fee / account holder | $148 | $6,746-97.8% | $14,329-99.0% | $7,344-98.0% |