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 9-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 | $11,663 | $107,334-89.1% | $92,893-87.4% | $152,861-92.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 40.89% | 145.58%-104.7pp | 109.41%-68.5pp | 345.32%-304.4pp |
| Employer contribution / active EE | $2,246 | $4,221-46.8% | $3,653-38.5% | $4,762-52.8% |
| Participant deferral / active EE | $4,352 | $4,845-10.2% | $4,236+2.7% | $5,850-25.6% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |