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 | $12,298 | $77,634-84.2% | $156,549-92.1% | $62,891-80.4% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 18.48% | 50.32%-31.8pp | 32.23%-13.8pp | 20.14%-1.7pp |
| Employer contribution / active EE | $1,004 | $3,444-70.8% | $5,501-81.8% | $2,281-56.0% |
| Participant deferral / active EE | $1,102 | $3,045-63.8% | $4,871-77.4% | $3,203-65.6% |
| Admin fee / account holder | $194 | $5,561-96.5% | $13,027-98.5% | $4,296-95.5% |