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 4-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 | $14,622 | $133,922-89.1% | $116,228-87.4% | $142,382-89.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 26.20% | 147.76%-121.6pp | 90.06%-63.9pp | 217.08%-190.9pp |
| Employer contribution / active EE | $3,402 | $3,446-1.3% | $2,994+13.6% | $4,299-20.9% |
| Participant deferral / active EE | $4,360 | $5,672-23.1% | $4,953-12.0% | $6,507-33.0% |
| Admin fee / account holder | $26 | $14,945-99.8% | $11,989-99.8% | $12,624-99.8% |