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 | $13,389 | $93,346-85.7% | $71,796-81.4% | $273,961-95.1% |
| Participation rate | 85.7% | 76.5%+9.2pp | 69.1%+16.6pp | 83.0%+2.7pp |
| Annual return | 12.66% | 130.39%-117.7pp | 78.04%-65.4pp | 41.45%-28.8pp |
| Employer contribution / active EE | $1,242 | $2,733-54.6% | $1,924-35.5% | $4,869-74.5% |
| Participant deferral / active EE | $4,260 | $3,475+22.6% | $2,794+52.5% | $5,287-19.4% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |