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 8-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 | $13,687 | $165,335-91.7% | $149,696-90.9% | $158,922-91.4% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 22.92% | 348.15%-325.2pp | 276.60%-253.7pp | 302.83%-279.9pp |
| Employer contribution / active EE | $1,619 | $5,103-68.3% | $4,644-65.1% | $4,761-66.0% |
| Participant deferral / active EE | $4,469 | $7,181-37.8% | $6,842-34.7% | $5,982-25.3% |
| Admin fee / account holder | $238 | $10,807-97.8% | $9,309-97.4% | $11,246-97.9% |