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 6-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 | $14,754 | $176,056-91.6% | $159,436-90.7% | $167,490-91.2% |
| Participation rate | 88.9% | 84.9%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 29.96% | 331.75%-301.8pp | 263.57%-233.6pp | 478.56%-448.6pp |
| Employer contribution / active EE | $1,864 | $5,297-64.8% | $4,829-61.4% | $4,837-61.5% |
| Participant deferral / active EE | $6,117 | $7,750-21.1% | $7,352-16.8% | $6,341-3.5% |
| Admin fee / account holder | $288 | $12,554-97.7% | $10,799-97.3% | $12,309-97.7% |