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 7-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 | $22,748 | $176,812-87.1% | $146,665-84.5% | $167,490-86.4% |
| Participation rate | 80.0% | 83.6%-3.6pp | 80.1%-0.1pp | 82.1%-2.1pp |
| Annual return | 19.44% | 24.03%-4.6pp | 22.74%-3.3pp | 478.56%-459.1pp |
| Employer contribution / active EE | $3,275 | $5,160-36.5% | $4,136-20.8% | $4,837-32.3% |
| Participant deferral / active EE | $9,646 | $6,440+49.8% | $5,506+75.2% | $6,341+52.1% |
| Admin fee / account holder | $13 | $13,259-99.9% | $10,280-99.9% | $12,309-99.9% |