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 7-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 | $19,048 | $152,587-87.5% | $125,175-84.8% | $152,861-87.5% |
| Participation rate | 84.6% | 83.3%+1.3pp | 79.8%+4.8pp | 82.4%+2.2pp |
| Annual return | 34.47% | 54.84%-20.4pp | 43.79%-9.3pp | 345.32%-310.9pp |
| Employer contribution / active EE | $3,808 | $4,946-23.0% | $3,865-1.5% | $4,762-20.0% |
| Participant deferral / active EE | $5,841 | $5,868-0.5% | $4,937+18.3% | $5,850-0.2% |
| Admin fee / account holder | $42 | $13,434-99.7% | $9,702-99.6% | $11,596-99.6% |