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 3-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 | $17,684 | $110,257-84.0% | $96,544-81.7% | $139,434-87.3% |
| Participation rate | 77.8% | 78.1%-0.3pp | 76.0%+1.8pp | 80.3%-2.5pp |
| Annual return | 0.00% | 26.32%-26.3pp | 25.84%-25.8pp | 372.94%-372.9pp |
| Employer contribution / active EE | $4,112 | $3,620+13.6% | $2,965+38.7% | $4,751-13.4% |
| Participant deferral / active EE | $10,486 | $5,548+89.0% | $4,851+116.2% | $6,710+56.3% |
| Admin fee / account holder | $151 | $11,591-98.7% | $8,252-98.2% | $11,403-98.7% |