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 7-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 | $18,596 | $89,355-79.2% | $141,162-86.8% | $72,985-74.5% |
| Participation rate | 73.3% | 75.1%-1.8pp | 82.5%-9.1pp | 69.5%+3.8pp |
| Annual return | 29.51% | 111.85%-82.3pp | 71.39%-41.9pp | 81.00%-51.5pp |
| Employer contribution / active EE | $1,714 | $3,114-45.0% | $4,735-63.8% | $2,440-29.7% |
| Participant deferral / active EE | $3,635 | $5,418-32.9% | $6,709-45.8% | $3,607+0.8% |
| Admin fee / account holder | $215 | $5,958-96.4% | $10,261-97.9% | $5,124-95.8% |