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 | $30,779 | $202,318-84.8% | $172,739-82.2% | $152,861-79.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.43% | 1029.65%-1014.2pp | 802.84%-787.4pp | 345.32%-329.9pp |
| Employer contribution / active EE | $7,502 | $5,856+28.1% | $5,143+45.9% | $4,762+57.5% |
| Participant deferral / active EE | $6,376 | $5,948+7.2% | $5,198+22.7% | $5,850+9.0% |
| Admin fee / account holder | $9 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |