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 8-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 | $16,535 | $232,540-92.9% | $185,117-91.1% | $147,584-88.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 37.43% | 43.03%-5.6pp | 40.50%-3.1pp | 578.55%-541.1pp |
| Employer contribution / active EE | $2,216 | $5,195-57.4% | $4,182-47.0% | $4,876-54.6% |
| Participant deferral / active EE | $6,574 | $5,834+12.7% | $5,045+30.3% | $5,439+20.9% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |