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 | $19,188 | $201,272-90.5% | $184,203-89.6% | $145,922-86.9% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 15.55% | 29.00%-13.5pp | 28.81%-13.3pp | 561.29%-545.7pp |
| Employer contribution / active EE | $1,958 | $7,022-72.1% | $6,427-69.5% | $4,660-58.0% |
| Participant deferral / active EE | $3,244 | $9,806-66.9% | $9,131-64.5% | $6,688-51.5% |
| Admin fee / account holder | $20 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |