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 5-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 | $6,588 | $64,480-89.8% | $81,382-91.9% | $80,856-91.9% |
| Participation rate | 96.6% | 63.9%+32.7pp | 69.5%+27.1pp | 67.6%+28.9pp |
| Annual return | 15.47% | 16.34%-0.9pp | 24.73%-9.3pp | 35.59%-20.1pp |
| Employer contribution / active EE | $575 | $1,978-70.9% | $2,463-76.6% | $2,755-79.1% |
| Participant deferral / active EE | $1,324 | $3,094-57.2% | $3,883-65.9% | $4,296-69.2% |
| Admin fee / account holder | $295 | $5,671-94.8% | $5,768-94.9% | $6,918-95.7% |