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 7-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 | $10,093 | $65,365-84.6% | $92,893-89.1% | $72,985-86.2% |
| Participation rate | 80.8% | 68.3%+12.5pp | 76.0%+4.8pp | 69.5%+11.3pp |
| Annual return | 45.14% | 42.10%+3.0pp | 109.41%-64.3pp | 81.00%-35.9pp |
| Employer contribution / active EE | $1,831 | $2,594-29.4% | $3,653-49.9% | $2,440-25.0% |
| Participant deferral / active EE | $3,697 | $3,128+18.2% | $4,236-12.7% | $3,607+2.5% |
| Admin fee / account holder | $14 | $4,251-99.7% | $5,794-99.8% | $5,124-99.7% |