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 10-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 | $12,197 | $159,602-92.4% | $150,045-91.9% | $142,382-91.4% |
| Participation rate | 76.5% | 84.0%-7.5pp | 82.3%-5.9pp | 80.1%-3.6pp |
| Annual return | 17.52% | 70.24%-52.7pp | 62.55%-45.0pp | 217.08%-199.6pp |
| Employer contribution / active EE | $1,237 | $4,961-75.1% | $4,693-73.7% | $4,299-71.2% |
| Participant deferral / active EE | $2,625 | $8,310-68.4% | $7,997-67.2% | $6,507-59.7% |
| Admin fee / account holder | $7 | $14,846-100.0% | $13,435-99.9% | $12,624-99.9% |