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 7-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 | $15,047 | $228,332-93.4% | $185,823-91.9% | $158,922-90.5% |
| Participation rate | 71.4% | 82.3%-10.9pp | 78.0%-6.6pp | 82.0%-10.5pp |
| Annual return | 34.77% | 40.80%-6.0pp | 35.95%-1.2pp | 302.83%-268.1pp |
| Employer contribution / active EE | $1,215 | $4,967-75.5% | $4,087-70.3% | $4,761-74.5% |
| Participant deferral / active EE | $3,843 | $6,415-40.1% | $5,632-31.8% | $5,982-35.8% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |