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 7-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 | $9,887 | $227,553-95.7% | $189,557-94.8% | $167,490-94.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 20.38% | 78.40%-58.0pp | 64.17%-43.8pp | 478.56%-458.2pp |
| Employer contribution / active EE | $2,101 | $5,316-60.5% | $4,412-52.4% | $4,837-56.6% |
| Participant deferral / active EE | $2,609 | $7,002-62.7% | $6,174-57.7% | $6,341-58.9% |
| Admin fee / account holder | $106 | $11,878-99.1% | $9,807-98.9% | $12,309-99.1% |