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 | $12,685 | $98,750-87.2% | $149,696-91.5% | $79,858-84.1% |
| Participation rate | 89.5% | 75.8%+13.7pp | 82.5%+7.0pp | 69.6%+19.8pp |
| Annual return | 44.77% | 27.43%+17.3pp | 276.60%-231.8pp | 31.71%+13.1pp |
| Employer contribution / active EE | $2,447 | $3,216-23.9% | $4,644-47.3% | $2,471-1.0% |
| Participant deferral / active EE | $5,441 | $5,680-4.2% | $6,842-20.5% | $3,740+45.5% |
| Admin fee / account holder | $175 | $6,053-97.1% | $9,309-98.1% | $5,306-96.7% |