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 7-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 | $10,829 | $109,327-90.1% | $89,391-87.9% | $158,922-93.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 26.84% | 345.68%-318.8pp | 245.62%-218.8pp | 302.83%-276.0pp |
| Employer contribution / active EE | $2,568 | $3,170-19.0% | $2,586-0.7% | $4,761-46.1% |
| Participant deferral / active EE | $6,757 | $4,598+47.0% | $3,890+73.7% | $5,982+13.0% |
| Admin fee / account holder | $134 | $6,153-97.8% | $4,881-97.3% | $11,246-98.8% |