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 9-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 | $22,675 | $202,318-88.8% | $172,739-86.9% | $152,861-85.2% |
| Participation rate | 70.0% | 87.1%-17.1pp | 82.6%-12.6pp | 82.4%-12.4pp |
| Annual return | 19.17% | 1029.65%-1010.5pp | 802.84%-783.7pp | 345.32%-326.1pp |
| Employer contribution / active EE | $1,548 | $5,856-73.6% | $5,143-69.9% | $4,762-67.5% |
| Participant deferral / active EE | $3,382 | $5,948-43.1% | $5,198-34.9% | $5,850-42.2% |
| Admin fee / account holder | $254 | $17,109-98.5% | $13,954-98.2% | $11,596-97.8% |