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 | $29,127 | $197,591-85.3% | $177,821-83.6% | $158,922-81.7% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 34.46% | 58.76%-24.3pp | 48.32%-13.9pp | 302.83%-268.4pp |
| Employer contribution / active EE | $2,714 | $6,697-59.5% | $5,918-54.2% | $4,761-43.0% |
| Participant deferral / active EE | $4,912 | $8,405-41.6% | $7,714-36.3% | $5,982-17.9% |
| Admin fee / account holder | $152 | $15,399-99.0% | $12,427-98.8% | $11,246-98.6% |