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 8-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 | $18,757 | $165,335-88.7% | $149,696-87.5% | $158,922-88.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.12% | 348.15%-328.0pp | 276.60%-256.5pp | 302.83%-282.7pp |
| Employer contribution / active EE | $4,575 | $5,103-10.3% | $4,644-1.5% | $4,761-3.9% |
| Participant deferral / active EE | $5,334 | $7,181-25.7% | $6,842-22.0% | $5,982-10.8% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |