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 10-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 | $7,547 | $99,341-92.4% | $84,750-91.1% | $273,961-97.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 38.02% | 22.93%+15.1pp | 22.78%+15.2pp | 41.45%-3.4pp |
| Employer contribution / active EE | $2,776 | $4,214-34.1% | $3,574-22.3% | $4,869-43.0% |
| Participant deferral / active EE | $3,466 | $4,269-18.8% | $3,712-6.6% | $5,287-34.5% |
| Admin fee / account holder | $23 | $6,644-99.7% | $5,332-99.6% | $10,132-99.8% |