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 | $17,134 | $157,256-89.1% | $141,162-87.9% | $152,861-88.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.21% | 64.32%-41.1pp | 71.39%-48.2pp | 345.32%-322.1pp |
| Employer contribution / active EE | $1,856 | $5,261-64.7% | $4,735-60.8% | $4,762-61.0% |
| Participant deferral / active EE | $5,224 | $7,109-26.5% | $6,709-22.1% | $5,850-10.7% |
| Admin fee / account holder | $249 | $12,120-97.9% | $10,261-97.6% | $11,596-97.9% |