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 | $17,988 | $167,484-89.3% | $151,611-88.1% | $134,475-86.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.11% | 7.80%-26.9pp | 3.33%-22.4pp | 417.96%-437.1pp |
| Employer contribution / active EE | $2,149 | $6,829-68.5% | $6,166-65.2% | $4,740-54.7% |
| Participant deferral / active EE | $3,504 | $8,986-61.0% | $8,363-58.1% | $6,400-45.3% |
| Admin fee / account holder | $5 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |