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 | $15,146 | $202,318-92.5% | $172,739-91.2% | $152,861-90.1% |
| Participation rate | 93.3% | 87.1%+6.3pp | 82.6%+10.7pp | 82.4%+10.9pp |
| Annual return | 25.54% | 1029.65%-1004.1pp | 802.84%-777.3pp | 345.32%-319.8pp |
| Employer contribution / active EE | $6,056 | $5,856+3.4% | $5,143+17.7% | $4,762+27.2% |
| Participant deferral / active EE | $2,932 | $5,948-50.7% | $5,198-43.6% | $5,850-49.9% |
| Admin fee / account holder | $62 | $17,109-99.6% | $13,954-99.6% | $11,596-99.5% |