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 8-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 | $15,377 | $209,411-92.7% | $178,490-91.4% | $158,922-90.3% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 28.75% | 188.75%-160.0pp | 151.07%-122.3pp | 302.83%-274.1pp |
| Employer contribution / active EE | $1,543 | $5,706-73.0% | $5,011-69.2% | $4,761-67.6% |
| Participant deferral / active EE | $2,864 | $5,954-51.9% | $5,202-44.9% | $5,982-52.1% |
| Admin fee / account holder | $20 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |