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 9-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 | $19,428 | $180,449-89.2% | $154,107-87.4% | $135,375-85.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.55% | 888.09%-892.6pp | 735.12%-739.7pp | 519.73%-524.3pp |
| Employer contribution / active EE | $3,765 | $6,035-37.6% | $5,298-28.9% | $4,779-21.2% |
| Participant deferral / active EE | $4,625 | $5,806-20.3% | $5,081-9.0% | $5,609-17.5% |
| Admin fee / account holder | $156 | $16,143-99.0% | $13,411-98.8% | $10,827-98.6% |