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 | $32,678 | $148,978-78.1% | $200,582-83.7% | $84,808-61.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 24.88% | 28.16%-3.3pp | 42.33%-17.5pp | 40.90%-16.0pp |
| Employer contribution / active EE | $4,090 | $4,815-15.1% | $6,419-36.3% | $2,631+55.5% |
| Participant deferral / active EE | $8,286 | $7,142+16.0% | $9,331-11.2% | $4,212+96.7% |
| Admin fee / account holder | $267 | $13,977-98.1% | $16,305-98.4% | $7,344-96.4% |