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 | $9,460 | $201,272-95.3% | $184,203-94.9% | $145,922-93.5% |
| Participation rate | 90.0% | 87.5%+2.5pp | 86.8%+3.2pp | 80.3%+9.7pp |
| Annual return | 19.61% | 29.00%-9.4pp | 28.81%-9.2pp | 561.29%-541.7pp |
| Employer contribution / active EE | $2,438 | $7,022-65.3% | $6,427-62.1% | $4,660-47.7% |
| Participant deferral / active EE | $3,967 | $9,806-59.5% | $9,131-56.6% | $6,688-40.7% |
| Admin fee / account holder | $43 | $16,364-99.7% | $13,901-99.7% | $13,397-99.7% |