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 | $66,645 | $309,303-78.5% | $147,955-55.0% | $309,303-78.5% |
| Participation rate | 100.0% | 96.2%+3.8pp | 93.3%+6.7pp | 96.2%+3.8pp |
| Annual return | 16.15% | 6.50%+9.6pp | 9.57%+6.6pp | 6.50%+9.6pp |
| Employer contribution / active EE | $4,554 | $25,613-82.2% | $9,679-53.0% | $25,613-82.2% |
| Participant deferral / active EE | $8,527 | $6,481+31.6% | $8,748-2.5% | $6,481+31.6% |
| Admin fee / account holder | $13 | $31,748-100.0% | $811-98.4% | $31,748-100.0% |