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 | $13,589 | $217,402-93.7% | $185,823-92.7% | $167,490-91.9% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 23.50% | 148.36%-124.9pp | 122.05%-98.5pp | 478.56%-455.1pp |
| Employer contribution / active EE | $1,551 | $5,873-73.6% | $5,167-70.0% | $4,837-67.9% |
| Participant deferral / active EE | $3,830 | $6,356-39.7% | $5,568-31.2% | $6,341-39.6% |
| Admin fee / account holder | $13 | $19,811-99.9% | $16,237-99.9% | $12,309-99.9% |