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 3-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 | $12,757 | $133,922-90.5% | $116,228-89.0% | $142,382-91.0% |
| Participation rate | 81.8% | 77.9%+4.0pp | 74.6%+7.3pp | 80.1%+1.7pp |
| Annual return | 22.62% | 147.76%-125.1pp | 90.06%-67.4pp | 217.08%-194.5pp |
| Employer contribution / active EE | $1,726 | $3,446-49.9% | $2,994-42.3% | $4,299-59.8% |
| Participant deferral / active EE | $2,573 | $5,672-54.6% | $4,953-48.1% | $6,507-60.5% |
| Admin fee / account holder | $24 | $14,945-99.8% | $11,989-99.8% | $12,624-99.8% |