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 | $19,610 | $112,096-82.5% | $95,952-79.6% | $158,922-87.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 9.68% | 171.09%-161.4pp | 91.61%-81.9pp | 302.83%-293.1pp |
| Employer contribution / active EE | $863 | $3,198-73.0% | $2,541-66.0% | $4,761-81.9% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,982-100.0% |
| Admin fee / account holder | $121 | $10,130-98.8% | $6,795-98.2% | $11,246-98.9% |