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 | $14,851 | $165,335-91.0% | $149,696-90.1% | $158,922-90.7% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 46.67% | 348.15%-301.5pp | 276.60%-229.9pp | 302.83%-256.2pp |
| Employer contribution / active EE | $2,677 | $5,103-47.5% | $4,644-42.4% | $4,761-43.8% |
| Participant deferral / active EE | $7,817 | $7,181+8.9% | $6,842+14.3% | $5,982+30.7% |
| Admin fee / account holder | $77 | $10,807-99.3% | $9,309-99.2% | $11,246-99.3% |