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 | $12,508 | $176,056-92.9% | $159,436-92.2% | $167,490-92.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 34.44% | 331.75%-297.3pp | 263.57%-229.1pp | 478.56%-444.1pp |
| Employer contribution / active EE | $1,441 | $5,297-72.8% | $4,829-70.2% | $4,837-70.2% |
| Participant deferral / active EE | $7,526 | $7,750-2.9% | $7,352+2.4% | $6,341+18.7% |
| Admin fee / account holder | $63 | $12,554-99.5% | $10,799-99.4% | $12,309-99.5% |