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 | $15,239 | $176,056-91.3% | $159,436-90.4% | $167,490-90.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.79% | 331.75%-315.0pp | 263.57%-246.8pp | 478.56%-461.8pp |
| Employer contribution / active EE | $1,402 | $5,297-73.5% | $4,829-71.0% | $4,837-71.0% |
| Participant deferral / active EE | $4,353 | $7,750-43.8% | $7,352-40.8% | $6,341-31.4% |
| Admin fee / account holder | $131 | $12,554-99.0% | $10,799-98.8% | $12,309-98.9% |