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 5-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 | $14,920 | $118,450-87.4% | $98,439-84.8% | $139,434-89.3% |
| Participation rate | 83.3% | 77.4%+5.9pp | 75.2%+8.2pp | 80.3%+3.0pp |
| Annual return | 21.00% | 18.94%+2.1pp | 21.16%-0.2pp | 372.94%-351.9pp |
| Employer contribution / active EE | $1,722 | $3,609-52.3% | $3,048-43.5% | $4,751-63.8% |
| Participant deferral / active EE | $3,301 | $5,392-38.8% | $4,738-30.3% | $6,710-50.8% |
| Admin fee / account holder | $17 | $14,026-99.9% | $8,948-99.8% | $11,403-99.9% |