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 | $13,382 | $98,240-86.4% | $82,313-83.7% | $147,584-90.9% |
| Participation rate | 86.7% | 79.7%+6.9pp | 76.9%+9.8pp | 82.8%+3.8pp |
| Annual return | 27.72% | 30.85%-3.1pp | 25.88%+1.8pp | 578.55%-550.8pp |
| Employer contribution / active EE | $1,156 | $3,192-63.8% | $2,428-52.4% | $4,876-76.3% |
| Participant deferral / active EE | $4,545 | $4,383+3.7% | $3,706+22.6% | $5,439-16.4% |
| Admin fee / account holder | $80 | $8,563-99.1% | $5,608-98.6% | $10,885-99.3% |