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 | $12,123 | $104,251-88.4% | $91,001-86.7% | $147,584-91.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 18.76% | 27.06%-8.3pp | 4.60%+14.2pp | 578.55%-559.8pp |
| Employer contribution / active EE | $2,919 | $3,116-6.3% | $2,456+18.9% | $4,876-40.1% |
| Participant deferral / active EE | $2,460 | $4,195-41.3% | $3,547-30.6% | $5,439-54.8% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |