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 | $25,509 | $131,829-80.6% | $108,579-76.5% | $273,961-90.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.32% | -91.57%+97.9pp | -51.70%+58.0pp | 41.45%-35.1pp |
| Employer contribution / active EE | $979 | $4,912-80.1% | $3,758-74.0% | $4,869-79.9% |
| Participant deferral / active EE | $4,500 | $5,127-12.2% | $4,311+4.4% | $5,287-14.9% |
| Admin fee / account holder | $294 | $10,252-97.1% | $7,645-96.2% | $10,132-97.1% |