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 5-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 | $16,442 | $124,425-86.8% | $112,040-85.3% | $137,256-88.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 20.99% | 24.72%-3.7pp | 24.52%-3.5pp | 220.34%-199.3pp |
| Employer contribution / active EE | $1,219 | $3,411-64.3% | $2,954-58.7% | $4,156-70.7% |
| Participant deferral / active EE | $2,071 | $5,718-63.8% | $5,098-59.4% | $6,407-67.7% |
| Admin fee / account holder | $34 | $15,207-99.8% | $12,098-99.7% | $12,270-99.7% |