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 9-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 | $13,886 | $157,256-91.2% | $141,162-90.2% | $152,861-90.9% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 32.41% | 64.32%-31.9pp | 71.39%-39.0pp | 345.32%-312.9pp |
| Employer contribution / active EE | $1,782 | $5,261-66.1% | $4,735-62.4% | $4,762-62.6% |
| Participant deferral / active EE | $3,893 | $7,109-45.2% | $6,709-42.0% | $5,850-33.5% |
| Admin fee / account holder | $51 | $12,120-99.6% | $10,261-99.5% | $11,596-99.6% |