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 6-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 | $11,096 | $127,777-91.3% | $106,548-89.6% | $167,490-93.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 10.20% | 33.87%-23.7pp | 26.80%-16.6pp | 478.56%-468.4pp |
| Employer contribution / active EE | $6,251 | $3,427+82.4% | $2,819+121.7% | $4,837+29.2% |
| Participant deferral / active EE | $4,733 | $5,087-7.0% | $4,398+7.6% | $6,341-25.4% |
| Admin fee / account holder | $39 | $11,228-99.6% | $7,407-99.5% | $12,309-99.7% |