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 | $14,807 | $63,346-76.6% | $92,233-83.9% | $70,131-78.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 13.73% | 530.12%-516.4pp | 176.28%-162.5pp | 73.14%-59.4pp |
| Employer contribution / active EE | $848 | $2,471-65.7% | $3,679-77.0% | $2,342-63.8% |
| Participant deferral / active EE | $4,913 | $2,854+72.2% | $3,897+26.1% | $3,332+47.5% |
| Admin fee / account holder | $88 | $3,840-97.7% | $5,194-98.3% | $4,645-98.1% |