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 | $18,554 | $131,829-85.9% | $108,579-82.9% | $273,961-93.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 10.99% | -91.57%+102.6pp | -51.70%+62.7pp | 41.45%-30.5pp |
| Employer contribution / active EE | $13,434 | $4,912+173.5% | $3,758+257.4% | $4,869+175.9% |
| Participant deferral / active EE | $3,883 | $5,127-24.3% | $4,311-9.9% | $5,287-26.6% |
| Admin fee / account holder | $175 | $10,252-98.3% | $7,645-97.7% | $10,132-98.3% |