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 7-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 | $19,011 | $197,591-90.4% | $177,821-89.3% | $158,922-88.0% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.7%+2.3pp | 82.0%+8.0pp |
| Annual return | 49.37% | 58.76%-9.4pp | 48.32%+1.0pp | 302.83%-253.5pp |
| Employer contribution / active EE | $5,475 | $6,697-18.2% | $5,918-7.5% | $4,761+15.0% |
| Participant deferral / active EE | $10,094 | $8,405+20.1% | $7,714+30.9% | $5,982+68.7% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |