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 8-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 | $27,615 | $87,013-68.3% | $106,213-74.0% | $80,856-65.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 15.48% | 17.05%-1.6pp | 116.14%-100.7pp | 35.59%-20.1pp |
| Employer contribution / active EE | $3,817 | $2,395+59.4% | $3,171+20.4% | $2,755+38.6% |
| Participant deferral / active EE | $2,825 | $3,986-29.1% | $5,016-43.7% | $4,296-34.2% |
| Admin fee / account holder | $56 | $8,431-99.3% | $11,033-99.5% | $6,918-99.2% |