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 5-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 | $19,790 | $89,753-78.0% | $107,525-81.6% | $84,808-76.7% |
| Participation rate | 76.0% | 68.1%+7.9pp | 75.1%+0.9pp | 68.3%+7.7pp |
| Annual return | 19.97% | 29.48%-9.5pp | 181.32%-161.3pp | 40.90%-20.9pp |
| Employer contribution / active EE | $2,603 | $3,113-16.4% | $3,754-30.6% | $2,631-1.0% |
| Participant deferral / active EE | $2,229 | $4,056-45.0% | $5,116-56.4% | $4,212-47.1% |
| Admin fee / account holder | $214 | $7,222-97.0% | $8,919-97.6% | $7,344-97.1% |