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 | $14,597 | $93,571-84.4% | $135,903-89.3% | $75,163-80.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 28.66% | 30.90%-2.2pp | 68.23%-39.6pp | 160.62%-132.0pp |
| Employer contribution / active EE | $3,263 | $3,537-7.8% | $4,856-32.8% | $2,670+22.2% |
| Participant deferral / active EE | $5,713 | $6,404-10.8% | $7,758-26.4% | $4,125+38.5% |
| Admin fee / account holder | $64 | $6,975-99.1% | $10,762-99.4% | $5,651-98.9% |