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 6-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 | $19,904 | $176,056-88.7% | $159,436-87.5% | $167,490-88.1% |
| Participation rate | 71.4% | 84.9%-13.5pp | 82.8%-11.4pp | 82.1%-10.7pp |
| Annual return | 13.91% | 331.75%-317.8pp | 263.57%-249.7pp | 478.56%-464.6pp |
| Employer contribution / active EE | $1,990 | $5,297-62.4% | $4,829-58.8% | $4,837-58.9% |
| Participant deferral / active EE | $6,074 | $7,750-21.6% | $7,352-17.4% | $6,341-4.2% |
| Admin fee / account holder | $267 | $12,554-97.9% | $10,799-97.5% | $12,309-97.8% |