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 9-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 | $21,669 | $228,332-90.5% | $185,823-88.3% | $158,922-86.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 16.37% | 40.80%-24.4pp | 35.95%-19.6pp | 302.83%-286.5pp |
| Employer contribution / active EE | $2,006 | $4,967-59.6% | $4,087-50.9% | $4,761-57.9% |
| Participant deferral / active EE | $2,927 | $6,415-54.4% | $5,632-48.0% | $5,982-51.1% |
| Admin fee / account holder | $225 | $11,864-98.1% | $9,500-97.6% | $11,246-98.0% |