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 10-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 | $17,512 | $67,606-74.1% | $82,313-78.7% | $70,131-75.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 54.00% | 21.57%+32.4pp | 25.88%+28.1pp | 73.14%-19.1pp |
| Employer contribution / active EE | $4,316 | $1,755+146.0% | $2,428+77.8% | $2,342+84.3% |
| Participant deferral / active EE | $8,692 | $2,987+191.0% | $3,706+134.5% | $3,332+160.9% |
| Admin fee / account holder | $100 | $4,512-97.8% | $5,608-98.2% | $4,645-97.9% |