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 10-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 | $6,023 | $181,894-96.7% | $156,549-96.2% | $273,961-97.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 23.34% | 30.74%-7.4pp | 32.23%-8.9pp | 41.45%-18.1pp |
| Employer contribution / active EE | $1,864 | $6,248-70.2% | $5,501-66.1% | $4,869-61.7% |
| Participant deferral / active EE | $2,600 | $5,550-53.2% | $4,871-46.6% | $5,287-50.8% |
| Admin fee / account holder | $51 | $15,559-99.7% | $13,027-99.6% | $10,132-99.5% |