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 | $31,226 | $181,894-82.8% | $156,549-80.1% | $273,961-88.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 11.34% | 30.74%-19.4pp | 32.23%-20.9pp | 41.45%-30.1pp |
| Employer contribution / active EE | $5,027 | $6,248-19.5% | $5,501-8.6% | $4,869+3.2% |
| Participant deferral / active EE | $6,938 | $5,550+25.0% | $4,871+42.4% | $5,287+31.2% |
| Admin fee / account holder | $39 | $15,559-99.7% | $13,027-99.7% | $10,132-99.6% |