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 8-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 | $12,001 | $157,256-92.4% | $141,162-91.5% | $152,861-92.1% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 18.72% | 64.32%-45.6pp | 71.39%-52.7pp | 345.32%-326.6pp |
| Employer contribution / active EE | $1,727 | $5,261-67.2% | $4,735-63.5% | $4,762-63.7% |
| Participant deferral / active EE | $6,062 | $7,109-14.7% | $6,709-9.6% | $5,850+3.6% |
| Admin fee / account holder | $226 | $12,120-98.1% | $10,261-97.8% | $11,596-98.0% |