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 4-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 | $16,748 | $110,257-84.8% | $96,544-82.7% | $139,434-88.0% |
| Participation rate | 85.7% | 78.1%+7.6pp | 76.0%+9.8pp | 80.3%+5.4pp |
| Annual return | 23.43% | 26.32%-2.9pp | 25.84%-2.4pp | 372.94%-349.5pp |
| Employer contribution / active EE | $3,806 | $3,620+5.2% | $2,965+28.4% | $4,751-19.9% |
| Participant deferral / active EE | $3,806 | $5,548-31.4% | $4,851-21.5% | $6,710-43.3% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |