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 | $29,481 | $168,632-82.5% | $147,614-80.0% | $125,391-76.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.45% | 77.65%-78.1pp | 61.98%-62.4pp | 282.22%-282.7pp |
| Employer contribution / active EE | $1,520 | $6,252-75.7% | $5,564-72.7% | $4,866-68.8% |
| Participant deferral / active EE | $6,976 | $5,507+26.7% | $4,895+42.5% | $5,352+30.3% |
| Admin fee / account holder | $227 | $13,580-98.3% | $11,611-98.0% | $9,540-97.6% |