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 | $4,621 | $80,717-94.3% | $154,803-97.0% | $84,808-94.6% |
| Participation rate | 96.3% | 66.8%+29.5pp | 78.1%+18.2pp | 68.3%+28.0pp |
| Annual return | 63.38% | 37.96%+25.4pp | 58.88%+4.5pp | 40.90%+22.5pp |
| Employer contribution / active EE | $1,202 | $2,761-56.5% | $4,305-72.1% | $2,631-54.3% |
| Participant deferral / active EE | $1,761 | $3,303-46.7% | $5,540-68.2% | $4,212-58.2% |
| Admin fee / account holder | $287 | $6,746-95.7% | $14,329-98.0% | $7,344-96.1% |