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 | $16,948 | $96,965-82.5% | $97,995-82.7% | $147,584-88.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 16.98% | 24.11%-7.1pp | 23.94%-7.0pp | 578.55%-561.6pp |
| Employer contribution / active EE | $1,695 | $4,536-62.6% | $4,158-59.2% | $4,876-65.2% |
| Participant deferral / active EE | $8,285 | $5,081+63.1% | $5,097+62.6% | $5,439+52.3% |
| Admin fee / account holder | $85 | $8,120-99.0% | $5,943-98.6% | $10,885-99.2% |