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 3-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 | $21,678 | $209,336-89.6% | $197,124-89.0% | $137,256-84.2% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 26.25% | 48.09%-21.8pp | 44.34%-18.1pp | 220.34%-194.1pp |
| Employer contribution / active EE | $1,387 | $6,591-79.0% | $6,227-77.7% | $4,156-66.6% |
| Participant deferral / active EE | $5,987 | $9,614-37.7% | $9,135-34.5% | $6,407-6.6% |
| Admin fee / account holder | $218 | $17,308-98.7% | $16,298-98.7% | $12,270-98.2% |