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 | $20,898 | $162,781-87.2% | $133,956-84.4% | $158,922-86.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 34.14% | 41.94%-7.8pp | 45.09%-11.0pp | 302.83%-268.7pp |
| Employer contribution / active EE | $3,721 | $4,975-25.2% | $3,919-5.1% | $4,761-21.9% |
| Participant deferral / active EE | $5,661 | $5,911-4.2% | $5,048+12.2% | $5,982-5.4% |
| Admin fee / account holder | $121 | $11,736-99.0% | $8,927-98.6% | $11,246-98.9% |