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 3-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 | $77,569 | $785,698-90.1% | $694,382-88.8% | $546,767-85.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 77.1%+22.9pp | 83.5%+16.5pp |
| Annual return | 15.18% | 9.34%+5.8pp | 9.66%+5.5pp | 10.35%+4.8pp |
| Employer contribution / active EE | $6,097 | $27,225-77.6% | $25,660-76.2% | $24,752-75.4% |
| Participant deferral / active EE | $7,107 | $1,297+447.8% | $1,431+396.6% | $3,964+79.3% |
| Admin fee / account holder | $0 | $18,173-100.0% | $15,543-100.0% | $48,677-100.0% |