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 | $12,770 | $83,477-84.7% | $125,175-89.8% | $72,985-82.5% |
| Participation rate | 73.1% | 73.3%-0.2pp | 79.8%-6.7pp | 69.5%+3.6pp |
| Annual return | 22.21% | 25.78%-3.6pp | 43.79%-21.6pp | 81.00%-58.8pp |
| Employer contribution / active EE | $2,073 | $2,345-11.6% | $3,865-46.4% | $2,440-15.0% |
| Participant deferral / active EE | $3,806 | $3,585+6.2% | $4,937-22.9% | $3,607+5.5% |
| Admin fee / account holder | $81 | $5,517-98.5% | $9,702-99.2% | $5,124-98.4% |