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 | $31,570 | $183,963-82.8% | $162,163-80.5% | $152,861-79.3% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.4%+0.9pp |
| Annual return | 0.00% | 150.76%-150.8pp | 115.59%-115.6pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,816 | $6,371-71.5% | $5,614-67.6% | $4,762-61.9% |
| Participant deferral / active EE | $8,927 | $8,034+11.1% | $7,298+22.3% | $5,850+52.6% |
| Admin fee / account holder | $15 | $13,121-99.9% | $10,843-99.9% | $11,596-99.9% |