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 8-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 | $16,973 | $142,405-88.1% | $115,157-85.3% | $152,861-88.9% |
| Participation rate | 83.3% | 82.4%+1.0pp | 75.9%+7.4pp | 82.4%+0.9pp |
| Annual return | 28.75% | 41.48%-12.7pp | 35.60%-6.9pp | 345.32%-316.6pp |
| Employer contribution / active EE | $1,059 | $4,010-73.6% | $3,179-66.7% | $4,762-77.8% |
| Participant deferral / active EE | $4,130 | $5,164-20.0% | $4,168-0.9% | $5,850-29.4% |
| Admin fee / account holder | $232 | $8,462-97.3% | $7,088-96.7% | $11,596-98.0% |