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 6-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 | $18,725 | $176,812-89.4% | $146,665-87.2% | $167,490-88.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 21.59% | 24.03%-2.4pp | 22.74%-1.2pp | 478.56%-457.0pp |
| Employer contribution / active EE | $8,861 | $5,160+71.7% | $4,136+114.2% | $4,837+83.2% |
| Participant deferral / active EE | $6,026 | $6,440-6.4% | $5,506+9.5% | $6,341-5.0% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |