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 | $13,683 | $148,534-90.8% | $135,903-89.9% | $139,434-90.2% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 24.84% | 79.19%-54.3pp | 68.23%-43.4pp | 372.94%-348.1pp |
| Employer contribution / active EE | $1,866 | $5,243-64.4% | $4,856-61.6% | $4,751-60.7% |
| Participant deferral / active EE | $4,534 | $8,100-44.0% | $7,758-41.6% | $6,710-32.4% |
| Admin fee / account holder | $172 | $12,400-98.6% | $10,762-98.4% | $11,403-98.5% |