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 | $17,315 | $198,466-91.3% | $170,442-89.8% | $147,584-88.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 44.67% | 257.29%-212.6pp | 205.93%-161.3pp | 578.55%-533.9pp |
| Employer contribution / active EE | $6,994 | $6,184+13.1% | $5,433+28.7% | $4,876+43.4% |
| Participant deferral / active EE | $4,428 | $5,629-21.3% | $4,939-10.4% | $5,439-18.6% |
| Admin fee / account holder | $49 | $16,852-99.7% | $13,880-99.6% | $10,885-99.6% |