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 8-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 | $21,563 | $142,405-84.9% | $115,157-81.3% | $152,861-85.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 36.22% | 41.48%-5.3pp | 35.60%+0.6pp | 345.32%-309.1pp |
| Employer contribution / active EE | $2,122 | $4,010-47.1% | $3,179-33.2% | $4,762-55.4% |
| Participant deferral / active EE | $9,080 | $5,164+75.8% | $4,168+117.8% | $5,850+55.2% |
| Admin fee / account holder | $72 | $8,462-99.2% | $7,088-99.0% | $11,596-99.4% |