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 | $12,629 | $135,952-90.7% | $123,892-89.8% | $273,961-95.4% |
| Participation rate | 86.7% | 84.1%+2.6pp | 81.4%+5.3pp | 83.0%+3.7pp |
| Annual return | 14.88% | 56.63%-41.8pp | 47.52%-32.6pp | 41.45%-26.6pp |
| Employer contribution / active EE | $2,623 | $5,170-49.3% | $4,617-43.2% | $4,869-46.1% |
| Participant deferral / active EE | $6,036 | $6,343-4.8% | $5,984+0.9% | $5,287+14.2% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |