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 | $20,552 | $157,256-86.9% | $141,162-85.4% | $152,861-86.6% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 22.08% | 64.32%-42.2pp | 71.39%-49.3pp | 345.32%-323.2pp |
| Employer contribution / active EE | $2,314 | $5,261-56.0% | $4,735-51.1% | $4,762-51.4% |
| Participant deferral / active EE | $6,140 | $7,109-13.6% | $6,709-8.5% | $5,850+5.0% |
| Admin fee / account holder | $57 | $12,120-99.5% | $10,261-99.4% | $11,596-99.5% |