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 10-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 | $17,497 | $113,339-84.6% | $94,993-81.6% | $147,584-88.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 74.81% | 20.77%+54.0pp | 27.12%+47.7pp | 578.55%-503.7pp |
| Employer contribution / active EE | $172 | $3,160-94.6% | $2,603-93.4% | $4,876-96.5% |
| Participant deferral / active EE | $12,794 | $3,777+238.7% | $3,317+285.7% | $5,439+135.2% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,885-100.0% |