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 10-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 | $18,039 | $232,540-92.2% | $185,117-90.3% | $147,584-87.8% |
| Participation rate | 75.0% | 82.4%-7.4pp | 77.3%-2.3pp | 82.8%-7.8pp |
| Annual return | 16.80% | 43.03%-26.2pp | 40.50%-23.7pp | 578.55%-561.7pp |
| Employer contribution / active EE | $866 | $5,195-83.3% | $4,182-79.3% | $4,876-82.2% |
| Participant deferral / active EE | $1,003 | $5,834-82.8% | $5,045-80.1% | $5,439-81.6% |
| Admin fee / account holder | $242 | $10,275-97.6% | $8,159-97.0% | $10,885-97.8% |